Steward Partners Investment Advisory’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 | $164K | Buy |
1,276
+249
| +24% | +$34K | ﹤0.01% | 2118 |
|
|
2025
Q4 | $136K | Sell |
1,027
-5,076
| -83% | -$747K | ﹤0.01% | 2129 |
|
|
2025
Q3 | $913K | Sell |
6,103
-1,348
| -18% | -$209K | 0.01% | 1090 |
|
|
2025
Q2 | $1.17M | Buy |
7,451
+5,667
| +318% | +$842K | 0.01% | 929 |
|
|
2025
Q1 | $285K | Buy |
1,784
+73
| +4% | +$12.1K | ﹤0.01% | 1473 |
|
|
2024
Q4 | $321K | Buy |
1,711
+1,311
| +328% | +$235K | ﹤0.01% | 1368 |
|
|
2024
Q3 | $69.7K | Buy |
400
+268
| +203% | +$47.9K | ﹤0.01% | 2058 |
|
|
2024
Q2 | $23.8K | Sell |
132
-656
| -83% | -$130K | ﹤0.01% | 2451 |
|
|
2024
Q1 | $176K | Sell |
788
-247
| -24% | -$54.9K | ﹤0.01% | 1502 |
|
|
2023
Q4 | $221K | Sell |
1,035
-450
| -30% | -$98.6K | ﹤0.01% | 1339 |
|
|
2023
Q3 | $330K | Buy |
1,485
+30
| +2% | +$7.12K | 0.01% | 1087 |
|
|
2023
Q2 | $366K | Buy |
1,455
+912
| +168% | +$222K | 0.01% | 1055 |
|
|
2023
Q1 | $127K | Sell |
543
-349
| -39% | -$84.1K | ﹤0.01% | 1483 |
|
|
2022
Q4 | $213K | Buy |
892
+468
| +110% | +$110K | ﹤0.01% | 1218 |
|
|
2022
Q3 | $91K | Sell |
424
-29
| -6% | -$6.59K | ﹤0.01% | 1534 |
|
|
2022
Q2 | $99K | Sell |
453
-494
| -52% | -$121K | ﹤0.01% | 1499 |
|
|
2022
Q1 | $246K | Buy |
947
+153
| +19% | +$41.6K | ﹤0.01% | 1216 |
|
|
2021
Q4 | $260K | Buy |
794
+480
| +153% | +$164K | ﹤0.01% | 1200 |
|
|
2021
Q3 | $105K | Buy |
314
+210
| +202% | +$64.8K | ﹤0.01% | 1522 |
|
|
2021
Q2 | $33K | Sell |
104
-3
| -3% | -$956 | ﹤0.01% | 4028 |
|
|
2021
Q1 | $31.2K | Sell |
107
-6
| -5% | -$1.75K | ﹤0.01% | 2239 |
|
|
2020
Q4 | $32K | Sell |
113
-287
| -72% | -$74.1K | ﹤0.01% | 1876 |
|
|
2020
Q3 | $86K | Sell |
400
-316
| -44% | -$65.1K | ﹤0.01% | 1273 |
|
|
2020
Q2 | $130K | Buy |
+716
| New | +$125K | ﹤0.01% | 1035 |
|
|
2019
Q3 | – | Sell |
-8
| Closed | -$1K | – | 2709 |
|
|
2019
Q2 | $1K | Sell |
8
-2,731
| -100% | -$607K | ﹤0.01% | 2541 |
|
|
2019
Q1 | $595K | Buy |
2,739
+159
| +6% | +$32.5K | 0.03% | 471 |
|
|
2018
Q4 | $543K | Buy |
2,580
+2,572
| +32,150% | +$636K | 0.03% | 467 |
|
|
2018
Q3 | $2K | Sell |
8
-945
| -99% | -$272K | ﹤0.01% | 2384 |
|
|
2018
Q2 | $261K | Buy |
953
+34
| +4% | +$8.32K | 0.02% | 595 |
|
|
2018
Q1 | $203K | Buy |
+919
| New | +$201K | 0.01% | 619 |
|
Other funds holding MTN
OMC
VPM
VCM
