Morton Brown Family Wealth’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-166
| Closed | -$28.9K | – | 292 |
|
|
2024
Q3 | $28.9K | Hold |
166
| – | – | 0.01% | 119 |
|
|
2024
Q2 | $29.8K | Hold |
166
| – | – | 0.01% | 113 |
|
|
2024
Q1 | $37K | Hold |
166
| – | – | 0.02% | 97 |
|
|
2023
Q4 | $35.4K | Hold |
166
| – | – | 0.02% | 119 |
|
|
2023
Q3 | $36.8K | Hold |
166
| – | – | 0.02% | 88 |
|
|
2023
Q2 | $41.8K | Hold |
166
| – | – | 0.02% | 84 |
|
|
2023
Q1 | $38.8K | Hold |
166
| – | – | 0.02% | 82 |
|
|
2022
Q4 | $39.6K | Sell |
166
-5
| -3% | -$1.19K | 0.03% | 80 |
|
|
2022
Q3 | $37K | Buy |
171
+2
| +1% | +$433 | 0.03% | 75 |
|
|
2022
Q2 | $37K | Buy |
169
+3
| +2% | +$657 | 0.03% | 74 |
|
|
2022
Q1 | $43K | Sell |
166
-165
| -50% | -$42.7K | 0.03% | 74 |
|
|
2021
Q4 | $109K | Buy |
+331
| New | +$109K | 0.08% | 57 |
|