Shira Ridge Wealth Management’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
1,343
-868
| -39% | -$136K | 0.1% | 77 |
|
|
2025
Q1 | $354K | Hold |
2,211
| – | – | 0.18% | 54 |
|
|
2024
Q4 | $414K | Hold |
2,211
| – | – | 0.2% | 54 |
|
|
2024
Q3 | $385K | Hold |
2,211
| – | – | 0.2% | 60 |
|
|
2024
Q2 | $398K | Hold |
2,211
| – | – | 0.22% | 57 |
|
|
2024
Q1 | $493K | Hold |
2,211
| – | – | 0.28% | 52 |
|
|
2023
Q4 | $472K | Hold |
2,211
| – | – | 0.28% | 50 |
|
|
2023
Q3 | $491K | Hold |
2,211
| – | – | 0.32% | 47 |
|
|
2023
Q2 | $557K | Sell |
2,211
-5
| -0.2% | -$1.26K | 0.35% | 43 |
|
|
2023
Q1 | $518K | Sell |
2,216
-52
| -2% | -$12.2K | 0.34% | 43 |
|
|
2022
Q4 | $541K | Buy |
+2,268
| New | +$541K | 0.37% | 42 |
|