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