Western 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,043
| Closed | -$705K | – | 716 |
|
|
2024
Q3 | $705K | Buy |
+4,043
| New | +$705K | 0.04% | 366 |
|
|
2024
Q1 | – | Sell |
-3,219
| Closed | -$687K | – | 690 |
|
|
2023
Q4 | $687K | Buy |
3,219
+42
| +1% | +$8.97K | 0.05% | 343 |
|
|
2023
Q3 | $705K | Buy |
3,177
+147
| +5% | +$32.6K | 0.06% | 316 |
|
|
2023
Q2 | $763K | Buy |
3,030
+233
| +8% | +$58.7K | 0.07% | 292 |
|
|
2023
Q1 | $654K | Sell |
2,797
-27
| -1% | -$6.31K | 0.06% | 310 |
|
|
2022
Q4 | $673K | Sell |
2,824
-811
| -22% | -$193K | 0.07% | 295 |
|
|
2022
Q3 | $784K | Buy |
3,635
+45
| +1% | +$9.71K | 0.04% | 372 |
|
|
2022
Q2 | $777K | Buy |
3,590
+337
| +10% | +$72.9K | 0.04% | 360 |
|
|
2022
Q1 | $847K | Buy |
3,253
+2,513
| +340% | +$654K | 0.04% | 376 |
|
|
2021
Q4 | $242K | Buy |
+740
| New | +$242K | 0.02% | 527 |
|
|
2021
Q2 | $690K | Buy |
+2,178
| New | +$690K | 0.07% | 285 |
|
|
2020
Q1 | – | Sell |
-1,340
| Closed | -$321K | – | 402 |
|
|
2019
Q4 | $321K | Hold |
1,340
| – | – | 0.05% | 299 |
|
|
2019
Q3 | $306K | Sell |
1,340
-5
| -0.4% | -$1.14K | 0.06% | 288 |
|
|
2019
Q2 | $302K | Sell |
1,345
-141
| -9% | -$31.7K | 0.04% | 307 |
|
|
2019
Q1 | $325K | Sell |
1,486
-425
| -22% | -$93K | 0.07% | 269 |
|
|
2018
Q4 | $400K | Buy |
+1,911
| New | +$400K | 0.11% | 206 |
|