Plante Moran Financial Advisors’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 | – | Hold |
0
| – | – | – | 910 |
|
2024
Q2 | – | Hold |
0
| – | – | – | 855 |
|
2023
Q3 | – | Sell |
-13
| Closed | -$3.27K | – | 847 |
|
2023
Q2 | $3.27K | Hold |
13
| – | – | ﹤0.01% | 658 |
|
2023
Q1 | $3.04K | Hold |
13
| – | – | ﹤0.01% | 680 |
|
2022
Q4 | $3.1K | Hold |
13
| – | – | ﹤0.01% | 711 |
|
2022
Q3 | $3K | Sell |
13
-29
| -69% | -$6.69K | ﹤0.01% | 756 |
|
2022
Q2 | $9K | Buy |
42
+29
| +223% | +$6.21K | ﹤0.01% | 625 |
|
2022
Q1 | $3K | Hold |
13
| – | – | ﹤0.01% | 720 |
|
2021
Q4 | $4K | Hold |
13
| – | – | ﹤0.01% | 860 |
|
2021
Q3 | $4K | Hold |
13
| – | – | ﹤0.01% | 810 |
|
2021
Q2 | $4K | Hold |
13
| – | – | ﹤0.01% | 822 |
|
2021
Q1 | $4K | Hold |
13
| – | – | ﹤0.01% | 818 |
|
2020
Q4 | $4K | Sell |
13
-100
| -88% | -$30.8K | ﹤0.01% | 721 |
|
2020
Q3 | $24K | Buy |
113
+100
| +769% | +$21.2K | 0.01% | 459 |
|
2020
Q2 | $2K | Hold |
13
| – | – | ﹤0.01% | 678 |
|
2020
Q1 | $2K | Hold |
13
| – | – | ﹤0.01% | 653 |
|
2019
Q4 | $3K | Hold |
13
| – | – | ﹤0.01% | 663 |
|
2019
Q3 | $3K | Hold |
13
| – | – | ﹤0.01% | 743 |
|
2019
Q2 | $3K | Hold |
13
| – | – | ﹤0.01% | 696 |
|
2019
Q1 | $3K | Hold |
13
| – | – | ﹤0.01% | 684 |
|
2018
Q4 | $3K | Hold |
13
| – | – | ﹤0.01% | 662 |
|
2018
Q3 | $4K | Hold |
13
| – | – | ﹤0.01% | 615 |
|
2018
Q2 | $4K | Hold |
13
| – | – | ﹤0.01% | 654 |
|
2018
Q1 | $3K | Buy |
+13
| New | +$3K | ﹤0.01% | 789 |
|
2017
Q1 | – | Sell |
-24
| Closed | -$4K | – | 968 |
|
2016
Q4 | $4K | Buy |
24
+1
| +4% | +$167 | ﹤0.01% | 761 |
|
2016
Q3 | $4K | Sell |
23
-16
| -41% | -$2.78K | ﹤0.01% | 741 |
|
2016
Q2 | $5K | Hold |
39
| – | – | ﹤0.01% | 637 |
|
2016
Q1 | $5K | Sell |
39
-33
| -46% | -$4.23K | ﹤0.01% | 585 |
|
2015
Q4 | $9K | Buy |
+72
| New | +$9K | 0.01% | 601 |
|
2014
Q2 | – | Sell |
-211
| Closed | -$15K | – | 847 |
|
2014
Q1 | $15K | Hold |
211
| – | – | 0.02% | 292 |
|
2013
Q4 | $16K | Hold |
211
| – | – | 0.01% | 378 |
|
2013
Q3 | $15K | Hold |
211
| – | – | 0.01% | 322 |
|
2013
Q2 | $13K | Buy |
+211
| New | +$13K | 0.01% | 306 |
|