CWM
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Congress Wealth Management’s Vail Resorts MTN Stock Holding History

Congress Wealth Management’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,501
Closed -$333K – 648
2023
Q3 		$333K Sell
1,501
-382
-20% -$90.7K 0.01% 509
2023
Q2 		$474K Sell
1,883
-670
-26% -$163K 0.01% 422
2023
Q1 		$597K Sell
2,553
-850
-25% -$205K 0.01% 397
2022
Q4 		$811K Sell
3,403
-1,353
-28% -$317K 0.02% 356
2022
Q3 		$1.03M Sell
4,756
-6,014
-56% -$1.37M 0.03% 333
2022
Q2 		$2.35M Sell
10,770
-4,781
-31% -$1.17M 0.06% 266
2022
Q1 		$4.05M Sell
15,551
-1,365
-8% -$371K 0.09% 229
2021
Q4 		$5.55M Buy
+16,916
New +$5.77M 0.11% 212

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SCA
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Macquarie Group
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