SVB Wealth’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 | – | Sell |
-72
| Closed | -$11.5K | – | 1186 |
|
|
2025
Q1 | $11.5K | Buy |
+72
| New | +$11.5K | ﹤0.01% | 858 |
|
|
2023
Q1 | – | Sell |
-1,359
| Closed | -$324K | – | 1057 |
|
|
2022
Q4 | $324K | Buy |
1,359
+361
| +36% | +$86K | ﹤0.01% | 714 |
|
|
2022
Q3 | $215K | Buy |
+998
| New | +$215K | ﹤0.01% | 829 |
|