Wambolt & Associates’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,678
| Closed | -$358K | – | 237 |
|
|
2023
Q4 | $358K | Sell |
1,678
-246
| -13% | -$52.5K | 0.12% | 188 |
|
|
2023
Q3 | $409K | Sell |
1,924
-43
| -2% | -$9.13K | 0.15% | 175 |
|
|
2023
Q2 | $495K | Sell |
1,967
-65
| -3% | -$16.4K | 0.18% | 161 |
|
|
2023
Q1 | $474K | Sell |
2,032
-30
| -1% | -$6.99K | 0.17% | 168 |
|
|
2022
Q4 | $491K | Sell |
2,062
-96
| -4% | -$22.9K | 0.19% | 152 |
|
|
2022
Q3 | $465K | Sell |
2,158
-46
| -2% | -$9.91K | 0.2% | 150 |
|
|
2022
Q2 | $481K | Sell |
2,204
-211
| -9% | -$46K | 0.19% | 149 |
|
|
2022
Q1 | $626K | Sell |
2,415
-254
| -10% | -$65.8K | 0.23% | 135 |
|
|
2021
Q4 | $875K | Sell |
2,669
-173
| -6% | -$56.7K | 0.32% | 110 |
|
|
2021
Q3 | $992K | Sell |
2,842
-24
| -0.8% | -$8.38K | 0.4% | 91 |
|
|
2021
Q2 | $926K | Sell |
2,866
-197
| -6% | -$63.7K | 0.39% | 90 |
|
|
2021
Q1 | $904K | Buy |
3,063
+40
| +1% | +$11.8K | 0.47% | 80 |
|
|
2020
Q4 | $843K | Buy |
3,023
+110
| +4% | +$30.7K | 0.5% | 77 |
|
|
2020
Q3 | $623K | Buy |
2,913
+93
| +3% | +$19.9K | 0.47% | 76 |
|
|
2020
Q2 | $514K | Buy |
2,820
+1,026
| +57% | +$187K | 0.4% | 87 |
|
|
2020
Q1 | $265K | Buy |
+1,794
| New | +$265K | 0.27% | 123 |
|