Geneos Wealth Management’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 | $9.27K | Buy |
59
+9
| +18% | +$1.41K | ﹤0.01% | 2353 |
|
|
2025
Q1 | $21.1K | Buy |
50
+18
| +56% | +$7.6K | ﹤0.01% | 2296 |
|
|
2024
Q4 | $6K | Hold |
32
| – | – | ﹤0.01% | 2266 |
|
|
2024
Q3 | $5.58K | Buy |
+32
| New | +$5.58K | ﹤0.01% | 2043 |
|
|
2022
Q3 | – | Sell |
-4
| Closed | – | – | 2365 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2711 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 2675 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 2697 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 2770 |
|
|
2021
Q2 | $1K | Sell |
4
-15
| -79% | -$3.75K | ﹤0.01% | 2779 |
|
|
2021
Q1 | $6K | Buy |
+19
| New | +$6K | ﹤0.01% | 2603 |
|
|
2020
Q1 | – | Sell |
-279
| Closed | -$67K | – | 2567 |
|
|
2019
Q4 | $67K | Hold |
279
| – | – | ﹤0.01% | 1115 |
|
|
2019
Q3 | $66K | Sell |
279
-125
| -31% | -$29.6K | ﹤0.01% | 1057 |
|
|
2019
Q2 | $90K | Buy |
+404
| New | +$90K | 0.01% | 944 |
|
|
2018
Q1 | – | Sell |
-150
| Closed | -$31K | – | 2216 |
|
|
2017
Q4 | $31K | Hold |
150
| – | – | ﹤0.01% | 1222 |
|
|
2017
Q3 | $34K | Hold |
150
| – | – | ﹤0.01% | 1119 |
|
|
2017
Q2 | $30K | Hold |
150
| – | – | ﹤0.01% | 1121 |
|
|
2017
Q1 | $28K | Buy |
150
+50
| +50% | +$9.33K | ﹤0.01% | 1114 |
|
|
2016
Q4 | $16K | Hold |
100
| – | – | ﹤0.01% | 1274 |
|
|
2016
Q3 | $15K | Hold |
100
| – | – | ﹤0.01% | 1234 |
|
|
2016
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 1256 |
|
|
2016
Q1 | $13K | Buy |
+100
| New | +$13K | ﹤0.01% | 1227 |
|