Creative Planning’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $696K | Buy |
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|
2025
Q2 | $564K | Buy |
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|
2025
Q1 | $404K | Sell |
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|
2024
Q4 | $515K | Buy |
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|
2024
Q3 | $440K | Buy |
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|
2024
Q2 | $390K | Sell |
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|
2024
Q1 | $493K | Buy |
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|
2023
Q4 | $425K | Sell |
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|
2023
Q3 | $476K | Sell |
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|
2023
Q2 | $585K | Buy |
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|
2023
Q1 | $503K | Sell |
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|
2022
Q4 | $656K | Sell |
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|
2022
Q3 | $650K | Sell |
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|
2022
Q2 | $741K | Sell |
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|
2022
Q1 | $938K | Buy |
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|
2021
Q4 | $548K | Buy |
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|
2021
Q3 | $544K | Buy |
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|
2021
Q2 | $454K | Sell |
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|
2021
Q1 | $454K | Buy |
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|
2020
Q4 | $354K | Sell |
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|
2020
Q3 | $286K | Sell |
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|
2020
Q2 | $366K | Sell |
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|
2020
Q1 | $298K | Sell |
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|
2019
Q4 | $492K | Sell |
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|
2019
Q3 | $491K | Buy |
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|
2019
Q2 | $472K | Buy |
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|
2019
Q1 | $458K | Buy |
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|
2018
Q4 | $294K | Sell |
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|
2018
Q3 | $383K | Buy |
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|
2018
Q2 | $380K | Buy |
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|
2018
Q1 | $302K | Sell |
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|
2017
Q4 | $421K | Buy |
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|
2017
Q3 | $333K | Buy |
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|
2017
Q2 | $248K | Buy |
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|
2017
Q1 | $228K | Buy |
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|
2016
Q4 | $135K | Buy |
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|
2016
Q3 | $53K | Buy |
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|
2016
Q2 | $36K | Sell |
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|
2016
Q1 | $37K | Sell |
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|
2015
Q4 | $48K | Buy |
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|
2015
Q3 | $27K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $41K | Buy |
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|
2014
Q4 | $19K | Buy |
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|
2014
Q3 | – | Hold |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $7K | Buy |
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