HFR 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-31,471
| Closed | -$5.67M | – | 55 |
|
2024
Q2 | $5.67M | Buy |
31,471
+635
| +2% | +$114K | 1.44% | 33 |
|
2024
Q1 | $6.87M | Buy |
30,836
+696
| +2% | +$155K | 1.74% | 34 |
|
2023
Q4 | $6.43M | Buy |
30,140
+384
| +1% | +$82K | 1.74% | 34 |
|
2023
Q3 | $6.6M | Sell |
29,756
-93
| -0.3% | -$20.6K | 1.93% | 35 |
|
2023
Q2 | $7.52M | Buy |
29,849
+181
| +0.6% | +$45.6K | 2.09% | 34 |
|
2023
Q1 | $6.93M | Buy |
29,668
+185
| +0.6% | +$43.2K | 1.97% | 35 |
|
2022
Q4 | $7.03M | Buy |
29,483
+198
| +0.7% | +$47.2K | 2.04% | 32 |
|
2022
Q3 | $6.32M | Sell |
29,285
-478
| -2% | -$103K | 2.06% | 33 |
|
2022
Q2 | $6.49M | Buy |
29,763
+569
| +2% | +$124K | 1.96% | 35 |
|
2022
Q1 | $7.6M | Buy |
29,194
+530
| +2% | +$138K | 2.01% | 35 |
|
2021
Q4 | $9.4M | Buy |
28,664
+602
| +2% | +$197K | 2.36% | 26 |
|
2021
Q3 | $9.37M | Buy |
28,062
+883
| +3% | +$295K | 2.73% | 17 |
|
2021
Q2 | $8.6M | Buy |
+27,179
| New | +$8.6M | 2.59% | 22 |
|