Heritage Trust’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
Q2 | – | Sell |
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|
2025
Q1 | $232K | Sell |
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|
2024
Q4 | $471K | Buy |
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|
2024
Q2 | $477K | Buy |
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|
2024
Q1 | $535K | Sell |
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|
2023
Q4 | $534K | Sell |
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|
2023
Q3 | $608K | Sell |
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|
2023
Q2 | $708K | Sell |
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|
2023
Q1 | $705K | Buy |
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|
2022
Q4 | $716K | Sell |
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|
2022
Q3 | $667K | Buy |
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|
2022
Q2 | $670K | Buy |
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|
2022
Q1 | $655K | Buy |
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|
2021
Q4 | $806K | Sell |
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|
2021
Q3 | $822K | Sell |
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|
2021
Q2 | $784K | Buy |
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|
2021
Q1 | $689K | Buy |
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|
2020
Q4 | $638K | Buy |
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|
2020
Q3 | $489K | Buy |
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