LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Vail Resorts MTN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6K | Hold |
195
| – | – | ﹤0.01% | 426 |
|
|
2025
Q1 | $27.1K | Sell |
195
-70
| -26% | -$9.71K | ﹤0.01% | 427 |
|
|
2024
Q4 | $46.6K | Hold |
265
| – | – | ﹤0.01% | 396 |
|
|
2024
Q3 | $44.5K | Sell |
265
-56
| -17% | -$9.4K | ﹤0.01% | 395 |
|
|
2024
Q2 | $58.7K | Sell |
321
-1
| -0.3% | -$183 | ﹤0.01% | 379 |
|
|
2024
Q1 | $65.3K | Buy |
322
+1
| +0.3% | +$203 | ﹤0.01% | 372 |
|
|
2023
Q4 | $71.3K | Hold |
321
| – | – | ﹤0.01% | 376 |
|
|
2023
Q3 | $70.1K | Hold |
321
| – | – | ﹤0.01% | 392 |
|
|
2023
Q2 | $80.8K | Sell |
321
-680
| -68% | -$171K | ﹤0.01% | 388 |
|
|
2023
Q1 | $234K | Hold |
1,001
| – | – | ﹤0.01% | 262 |
|
|
2022
Q4 | $239K | Hold |
1,001
| – | – | ﹤0.01% | 262 |
|
|
2022
Q3 | $216K | Hold |
1,001
| – | – | ﹤0.01% | 276 |
|
|
2022
Q2 | $218K | Sell |
1,001
-6
| -0.6% | -$1.31K | ﹤0.01% | 277 |
|
|
2022
Q1 | $262K | Sell |
1,007
-2
| -0.2% | -$520 | ﹤0.01% | 272 |
|
|
2021
Q4 | $331K | Hold |
1,009
| – | – | ﹤0.01% | 252 |
|
|
2021
Q3 | $337K | Hold |
1,009
| – | – | ﹤0.01% | 247 |
|
|
2021
Q2 | $319K | Buy |
1,009
+1
| +0.1% | +$316 | ﹤0.01% | 264 |
|
|
2021
Q1 | $294K | Hold |
1,008
| – | – | ﹤0.01% | 256 |
|
|
2020
Q4 | $281K | Hold |
1,008
| – | – | ﹤0.01% | 254 |
|
|
2020
Q3 | $216K | Sell |
1,008
-195
| -16% | -$41.8K | ﹤0.01% | 254 |
|
|
2020
Q2 | $219K | Hold |
1,203
| – | – | ﹤0.01% | 240 |
|
|
2020
Q1 | $178K | Buy |
1,203
+5
| +0.4% | +$740 | ﹤0.01% | 242 |
|
|
2019
Q4 | $287K | Buy |
1,198
+6
| +0.5% | +$1.44K | ﹤0.01% | 238 |
|
|
2019
Q3 | $271K | Hold |
1,192
| – | – | ﹤0.01% | 230 |
|
|
2019
Q2 | $266K | Hold |
1,192
| – | – | ﹤0.01% | 236 |
|
|
2019
Q1 | $259K | Buy |
1,192
+55
| +5% | +$12K | ﹤0.01% | 236 |
|
|
2018
Q4 | $240K | Buy |
1,137
+2
| +0.2% | +$422 | ﹤0.01% | 240 |
|
|
2018
Q3 | $311K | Hold |
1,135
| – | – | ﹤0.01% | 233 |
|
|
2018
Q2 | $311K | Hold |
1,135
| – | – | 0.01% | 238 |
|
|
2018
Q1 | $252K | Buy |
1,135
+159
| +16% | +$35.3K | ﹤0.01% | 254 |
|
|
2017
Q4 | $207K | Buy |
976
+10
| +1% | +$2.12K | ﹤0.01% | 282 |
|
|
2017
Q3 | $220K | Buy |
966
+6
| +0.6% | +$1.37K | ﹤0.01% | 271 |
|
|
2017
Q2 | $202K | Hold |
960
| – | – | ﹤0.01% | 270 |
|
|
2017
Q1 | $184K | Hold |
960
| – | – | ﹤0.01% | 282 |
|
|
2016
Q4 | $155K | Hold |
960
| – | – | ﹤0.01% | 293 |
|
|
2016
Q3 | $151K | Hold |
960
| – | – | ﹤0.01% | 291 |
|
|
2016
Q2 | $133K | Hold |
960
| – | – | ﹤0.01% | 301 |
|
|
2016
Q1 | $128K | Hold |
960
| – | – | ﹤0.01% | 293 |
|
|
2015
Q4 | $123K | Buy |
960
+15
| +2% | +$1.92K | ﹤0.01% | 322 |
|
|
2015
Q3 | $103K | Hold |
945
| – | – | ﹤0.01% | 351 |
|
|
2015
Q2 | $103K | Hold |
945
| – | – | ﹤0.01% | 351 |
|
|
2015
Q1 | $98K | Buy |
945
+695
| +278% | +$72.1K | ﹤0.01% | 367 |
|
|
2014
Q4 | $23K | Hold |
250
| – | – | ﹤0.01% | 491 |
|
|
2014
Q3 | $22K | Hold |
250
| – | – | ﹤0.01% | 478 |
|
|
2014
Q2 | $19K | Hold |
250
| – | – | ﹤0.01% | 511 |
|
|
2014
Q1 | $17K | Hold |
250
| – | – | ﹤0.01% | 503 |
|
|
2013
Q4 | $19K | Hold |
250
| – | – | ﹤0.01% | 476 |
|
|
2013
Q3 | $17K | Hold |
250
| – | – | ﹤0.01% | 454 |
|
|
2013
Q2 | $15K | Buy |
+250
| New | +$15K | ﹤0.01% | 501 |
|