IFWM
Institute for Wealth Management’s Vail Resorts MTN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Sell |
9,291
-1,013
| -10% | -$159K | 0.16% | 125 |
|
|
2025
Q1 | $1.65M | Sell |
10,304
-590
| -5% | -$94.4K | 0.21% | 108 |
|
|
2024
Q4 | $2.04M | Buy |
10,894
+578
| +6% | +$108K | 0.26% | 81 |
|
|
2024
Q3 | $1.8M | Buy |
10,316
+653
| +7% | +$114K | 0.23% | 100 |
|
|
2024
Q2 | $1.74M | Buy |
9,663
+216
| +2% | +$38.9K | 0.23% | 93 |
|
|
2024
Q1 | $2.11M | Buy |
9,447
+396
| +4% | +$88.2K | 0.27% | 77 |
|
|
2023
Q4 | $1.93M | Sell |
9,051
-295
| -3% | -$63K | 0.31% | 77 |
|
|
2023
Q3 | $2.07M | Sell |
9,346
-119
| -1% | -$26.4K | 0.37% | 61 |
|
|
2023
Q2 | $2.38M | Sell |
9,465
-132
| -1% | -$33.2K | 0.4% | 51 |
|
|
2023
Q1 | $2.24M | Sell |
9,597
-193
| -2% | -$45.1K | 0.43% | 50 |
|
|
2022
Q4 | $2.33M | Buy |
9,790
+630
| +7% | +$150K | 0.49% | 43 |
|
|
2022
Q3 | $1.98M | Buy |
9,160
+247
| +3% | +$53.3K | 0.44% | 50 |
|
|
2022
Q2 | $1.94M | Buy |
8,913
+173
| +2% | +$37.7K | 0.38% | 59 |
|
|
2022
Q1 | $2.28M | Buy |
8,740
+89
| +1% | +$23.2K | 0.37% | 59 |
|
|
2021
Q4 | $2.84M | Buy |
8,651
+141
| +2% | +$46.2K | 0.46% | 47 |
|
|
2021
Q3 | $2.84M | Buy |
8,510
+641
| +8% | +$214K | 0.5% | 42 |
|
|
2021
Q2 | $2.49M | Sell |
7,869
-42
| -0.5% | -$13.3K | 0.44% | 53 |
|
|
2021
Q1 | $2.31M | Buy |
7,911
+133
| +2% | +$38.8K | 0.44% | 53 |
|
|
2020
Q4 | $2.17M | Buy |
7,778
+1,721
| +28% | +$480K | 0.43% | 53 |
|
|
2020
Q3 | $1.3M | Buy |
6,057
+163
| +3% | +$34.9K | 0.3% | 82 |
|
|
2020
Q2 | $1.07M | Buy |
5,894
+80
| +1% | +$14.6K | 0.26% | 101 |
|
|
2020
Q1 | $859K | Sell |
5,814
-108
| -2% | -$16K | 0.26% | 99 |
|
|
2019
Q4 | $1.42M | Buy |
5,922
+502
| +9% | +$120K | 0.32% | 76 |
|
|
2019
Q3 | $1.23M | Buy |
5,420
+128
| +2% | +$29.1K | 0.31% | 91 |
|
|
2019
Q2 | $1.18M | Buy |
5,292
+69
| +1% | +$15.4K | 0.26% | 111 |
|
|
2019
Q1 | $1.14M | Buy |
5,223
+141
| +3% | +$30.6K | 0.25% | 112 |
|
|
2018
Q4 | $1.07M | Buy |
+5,082
| New | +$1.07M | 0.44% | 69 |
|
|
2018
Q1 | – | Sell |
-2,218
| Closed | -$472K | – | 348 |
|
|
2017
Q4 | $472K | Buy |
+2,218
| New | +$472K | 0.11% | 236 |
|
|
2017
Q3 | – | Sell |
-2,063
| Closed | -$409K | – | 338 |
|
|
2017
Q2 | $409K | Buy |
+2,063
| New | +$409K | 0.11% | 255 |
|