Steward Partners Investment Advisory’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 | $1.17M | Buy |
7,451
+5,667
| +318% | +$890K | 0.01% | 929 |
|
|
2025
Q1 | $285K | Buy |
1,784
+73
| +4% | +$11.7K | ﹤0.01% | 1473 |
|
|
2024
Q4 | $321K | Buy |
1,711
+1,311
| +328% | +$246K | ﹤0.01% | 1368 |
|
|
2024
Q3 | $69.7K | Buy |
400
+268
| +203% | +$46.7K | ﹤0.01% | 2058 |
|
|
2024
Q2 | $23.8K | Sell |
132
-656
| -83% | -$118K | ﹤0.01% | 2451 |
|
|
2024
Q1 | $176K | Sell |
788
-247
| -24% | -$55K | ﹤0.01% | 1502 |
|
|
2023
Q4 | $221K | Sell |
1,035
-450
| -30% | -$96.1K | ﹤0.01% | 1339 |
|
|
2023
Q3 | $330K | Buy |
1,485
+30
| +2% | +$6.66K | 0.01% | 1087 |
|
|
2023
Q2 | $366K | Buy |
1,455
+912
| +168% | +$230K | 0.01% | 1055 |
|
|
2023
Q1 | $127K | Sell |
543
-349
| -39% | -$81.6K | ﹤0.01% | 1483 |
|
|
2022
Q4 | $213K | Buy |
892
+468
| +110% | +$112K | ﹤0.01% | 1218 |
|
|
2022
Q3 | $91K | Sell |
424
-29
| -6% | -$6.22K | ﹤0.01% | 1534 |
|
|
2022
Q2 | $99K | Sell |
453
-494
| -52% | -$108K | ﹤0.01% | 1499 |
|
|
2022
Q1 | $246K | Buy |
947
+153
| +19% | +$39.7K | ﹤0.01% | 1216 |
|
|
2021
Q4 | $260K | Buy |
794
+480
| +153% | +$157K | ﹤0.01% | 1200 |
|
|
2021
Q3 | $105K | Buy |
314
+210
| +202% | +$70.2K | ﹤0.01% | 1522 |
|
|
2021
Q2 | $33K | Sell |
104
-3
| -3% | -$952 | ﹤0.01% | 4026 |
|
|
2021
Q1 | $31.2K | Sell |
107
-6
| -5% | -$1.75K | ﹤0.01% | 2239 |
|
|
2020
Q4 | $32K | Sell |
113
-287
| -72% | -$81.3K | ﹤0.01% | 1876 |
|
|
2020
Q3 | $86K | Sell |
400
-316
| -44% | -$67.9K | ﹤0.01% | 1273 |
|
|
2020
Q2 | $130K | Buy |
+716
| New | +$130K | ﹤0.01% | 1035 |
|
|
2019
Q3 | – | Sell |
-8
| Closed | -$1K | – | 2709 |
|
|
2019
Q2 | $1K | Sell |
8
-2,731
| -100% | -$341K | ﹤0.01% | 2541 |
|
|
2019
Q1 | $595K | Buy |
2,739
+159
| +6% | +$34.5K | 0.03% | 471 |
|
|
2018
Q4 | $543K | Buy |
2,580
+2,572
| +32,150% | +$541K | 0.03% | 467 |
|
|
2018
Q3 | $2K | Sell |
8
-945
| -99% | -$236K | ﹤0.01% | 2384 |
|
|
2018
Q2 | $261K | Buy |
953
+34
| +4% | +$9.31K | 0.02% | 595 |
|
|
2018
Q1 | $203K | Buy |
+919
| New | +$203K | 0.01% | 619 |
|