Creative Planning’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $564K | Buy |
3,588
+1,064
| +42% | +$167K | ﹤0.01% | 2347 |
|
|
2025
Q1 | $404K | Sell |
2,524
-225
| -8% | -$36K | ﹤0.01% | 2486 |
|
|
2024
Q4 | $515K | Buy |
2,749
+227
| +9% | +$42.6K | ﹤0.01% | 2187 |
|
|
2024
Q3 | $440K | Buy |
2,522
+354
| +16% | +$61.7K | ﹤0.01% | 2217 |
|
|
2024
Q2 | $390K | Sell |
2,168
-42
| -2% | -$7.57K | ﹤0.01% | 2139 |
|
|
2024
Q1 | $493K | Buy |
2,210
+219
| +11% | +$48.8K | ﹤0.01% | 1854 |
|
|
2023
Q4 | $425K | Sell |
1,991
-156
| -7% | -$33.3K | ﹤0.01% | 1814 |
|
|
2023
Q3 | $476K | Sell |
2,147
-178
| -8% | -$39.5K | ﹤0.01% | 1591 |
|
|
2023
Q2 | $585K | Buy |
2,325
+171
| +8% | +$43K | ﹤0.01% | 1451 |
|
|
2023
Q1 | $503K | Sell |
2,154
-599
| -22% | -$140K | ﹤0.01% | 1459 |
|
|
2022
Q4 | $656K | Sell |
2,753
-261
| -9% | -$62.2K | ﹤0.01% | 1266 |
|
|
2022
Q3 | $650K | Sell |
3,014
-385
| -11% | -$83K | ﹤0.01% | 1162 |
|
|
2022
Q2 | $741K | Sell |
3,399
-206
| -6% | -$44.9K | ﹤0.01% | 1100 |
|
|
2022
Q1 | $938K | Buy |
3,605
+1,933
| +116% | +$503K | ﹤0.01% | 1010 |
|
|
2021
Q4 | $548K | Buy |
1,672
+43
| +3% | +$14.1K | ﹤0.01% | 1250 |
|
|
2021
Q3 | $544K | Buy |
1,629
+196
| +14% | +$65.5K | ﹤0.01% | 1243 |
|
|
2021
Q2 | $454K | Sell |
1,433
-123
| -8% | -$39K | ﹤0.01% | 1335 |
|
|
2021
Q1 | $454K | Buy |
1,556
+287
| +23% | +$83.7K | ﹤0.01% | 1476 |
|
|
2020
Q4 | $354K | Sell |
1,269
-66
| -5% | -$18.4K | ﹤0.01% | 1491 |
|
|
2020
Q3 | $286K | Sell |
1,335
-677
| -34% | -$145K | ﹤0.01% | 1423 |
|
|
2020
Q2 | $366K | Sell |
2,012
-7
| -0.3% | -$1.27K | ﹤0.01% | 1181 |
|
|
2020
Q1 | $298K | Sell |
2,019
-34
| -2% | -$5.02K | ﹤0.01% | 1171 |
|
|
2019
Q4 | $492K | Sell |
2,053
-104
| -5% | -$24.9K | ﹤0.01% | 1112 |
|
|
2019
Q3 | $491K | Buy |
2,157
+43
| +2% | +$9.79K | ﹤0.01% | 1071 |
|
|
2019
Q2 | $472K | Buy |
2,114
+7
| +0.3% | +$1.56K | ﹤0.01% | 1108 |
|
|
2019
Q1 | $458K | Buy |
2,107
+714
| +51% | +$155K | ﹤0.01% | 1079 |
|
|
2018
Q4 | $294K | Sell |
1,393
-3
| -0.2% | -$633 | ﹤0.01% | 1234 |
|
|
2018
Q3 | $383K | Buy |
1,396
+9
| +0.6% | +$2.47K | ﹤0.01% | 1232 |
|
|
2018
Q2 | $380K | Buy |
1,387
+26
| +2% | +$7.12K | ﹤0.01% | 1220 |
|
|
2018
Q1 | $302K | Sell |
1,361
-619
| -31% | -$137K | ﹤0.01% | 1326 |
|
|
2017
Q4 | $421K | Buy |
1,980
+522
| +36% | +$111K | ﹤0.01% | 1162 |
|
|
2017
Q3 | $333K | Buy |
1,458
+237
| +19% | +$54.1K | ﹤0.01% | 1258 |
|
|
2017
Q2 | $248K | Buy |
1,221
+32
| +3% | +$6.5K | ﹤0.01% | 1375 |
|
|
2017
Q1 | $228K | Buy |
1,189
+354
| +42% | +$67.9K | ﹤0.01% | 1400 |
|
|
2016
Q4 | $135K | Buy |
835
+498
| +148% | +$80.5K | ﹤0.01% | 1647 |
|
|
2016
Q3 | $53K | Buy |
337
+74
| +28% | +$11.6K | ﹤0.01% | 2296 |
|
|
2016
Q2 | $36K | Sell |
263
-14
| -5% | -$1.92K | ﹤0.01% | 2354 |
|
|
2016
Q1 | $37K | Sell |
277
-97
| -26% | -$13K | ﹤0.01% | 2297 |
|
|
2015
Q4 | $48K | Buy |
374
+119
| +47% | +$15.3K | ﹤0.01% | 2130 |
|
|
2015
Q3 | $27K | Buy |
+255
| New | +$27K | ﹤0.01% | 2483 |
|
|
2015
Q2 | – | Sell |
-395
| Closed | -$41K | – | 2193 |
|
|
2015
Q1 | $41K | Buy |
395
+190
| +93% | +$19.7K | ﹤0.01% | 2148 |
|
|
2014
Q4 | $19K | Buy |
+205
| New | +$19K | ﹤0.01% | 2664 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 3946 |
|
|
2014
Q2 | – | Sell |
-100
| Closed | -$7K | – | 3760 |
|
|
2014
Q1 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 2874 |
|