LPL Financial’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.82M | Buy |
29,759
+5,326
| +22% | +$726K | ﹤0.01% | 2875 |
|
|
2025
Q4 | $3.24M | Sell |
24,433
-874
| -3% | -$129K | ﹤0.01% | 2931 |
|
|
2025
Q3 | $3.79M | Buy |
25,307
+1,662
| +7% | +$258K | ﹤0.01% | 2728 |
|
|
2025
Q2 | $3.72M | Buy |
23,645
+3,086
| +15% | +$458K | ﹤0.01% | 2556 |
|
|
2025
Q1 | $3.29M | Buy |
20,559
+2,049
| +11% | +$341K | ﹤0.01% | 2489 |
|
|
2024
Q4 | $3.47M | Buy |
18,510
+5,430
| +42% | +$972K | ﹤0.01% | 2385 |
|
|
2024
Q3 | $2.28M | Buy |
13,080
+3,434
| +36% | +$614K | ﹤0.01% | 2602 |
|
|
2024
Q2 | $1.74M | Buy |
9,646
+2,219
| +30% | +$441K | ﹤0.01% | 2732 |
|
|
2024
Q1 | $1.66M | Buy |
7,427
+577
| +8% | +$128K | ﹤0.01% | 2703 |
|
|
2023
Q4 | $1.46M | Buy |
6,850
+2,509
| +58% | +$550K | ﹤0.01% | 2698 |
|
|
2023
Q3 | $963K | Buy |
4,341
+510
| +13% | +$121K | ﹤0.01% | 2932 |
|
|
2023
Q2 | $965K | Sell |
3,831
-194
| -5% | -$47.3K | ﹤0.01% | 2861 |
|
|
2023
Q1 | $941K | Sell |
4,025
-921
| -19% | -$222K | ﹤0.01% | 2806 |
|
|
2022
Q4 | $1.18M | Buy |
4,946
+383
| +8% | +$89.9K | ﹤0.01% | 2514 |
|
|
2022
Q3 | $984K | Sell |
4,563
-1,458
| -24% | -$332K | ﹤0.01% | 2557 |
|
|
2022
Q2 | $1.31M | Buy |
6,021
+319
| +6% | +$78K | ﹤0.01% | 2347 |
|
|
2022
Q1 | $1.48M | Sell |
5,702
-2,169
| -28% | -$590K | ﹤0.01% | 2277 |
|
|
2021
Q4 | $2.58M | Buy |
7,871
+1,267
| +19% | +$432K | ﹤0.01% | 1905 |
|
|
2021
Q3 | $2.21M | Buy |
6,604
+1,058
| +19% | +$326K | ﹤0.01% | 1964 |
|
|
2021
Q2 | $1.75M | Buy |
5,546
+2,854
| +106% | +$910K | ﹤0.01% | 2088 |
|
|
2021
Q1 | $785K | Sell |
2,692
-46
| -2% | -$13.4K | ﹤0.01% | 2618 |
|
|
2020
Q4 | $764K | Buy |
2,738
+575
| +27% | +$149K | ﹤0.01% | 2406 |
|
|
2020
Q3 | $463K | Sell |
2,163
-1,454
| -40% | -$300K | ﹤0.01% | 2536 |
|
|
2020
Q2 | $659K | Buy |
3,617
+929
| +35% | +$162K | ﹤0.01% | 2155 |
|
|
2020
Q1 | $397K | Sell |
2,688
-2,148
| -44% | -$462K | ﹤0.01% | 2261 |
|
|
2019
Q4 | $1.16M | Buy |
4,836
+226
| +5% | +$53.5K | ﹤0.01% | 1720 |
|
|
2019
Q3 | $1.05M | Buy |
4,610
+806
| +21% | +$190K | ﹤0.01% | 1700 |
|
|
2019
Q2 | $849K | Buy |
3,804
+530
| +16% | +$118K | ﹤0.01% | 1847 |
|
|
2019
Q1 | $711K | Sell |
3,274
-320
| -9% | -$65.4K | ﹤0.01% | 1914 |
|
|
2018
Q4 | $758K | Sell |
3,594
-355
| -9% | -$87.8K | ﹤0.01% | 1730 |
|
|
2018
Q3 | $1.08M | Buy |
3,949
+444
| +13% | +$128K | ﹤0.01% | 1620 |
|
|
2018
Q2 | $961K | Buy |
3,505
+338
| +11% | +$82.8K | ﹤0.01% | 1648 |
|
|
2018
Q1 | $702K | Sell |
3,167
-2,187
| -41% | -$479K | ﹤0.01% | 1861 |
|
|
2017
Q4 | $1.14M | Buy |
+5,354
| New | +$1.2M | ﹤0.01% | 1436 |
|
|
2016
Q2 | – | Sell |
-14,483
| Closed | -$1.85M | – | 2846 |
|
|
2016
Q1 | $1.85M | Buy |
+14,483
| New | +$1.81M | 0.01% | 1247 |
|
Other funds holding MTN
OMC
VPM
VCM