Wills Financial Group’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,358
| Closed | -$425K | – | 66 |
|
|
2024
Q2 | $425K | Sell |
2,358
-494
| -17% | -$89K | 0.2% | 47 |
|
|
2024
Q1 | $636K | Buy |
2,852
+61
| +2% | +$13.6K | 0.3% | 44 |
|
|
2023
Q4 | $596K | Sell |
2,791
-557
| -17% | -$119K | 0.3% | 44 |
|
|
2023
Q3 | $743K | Buy |
3,348
+486
| +17% | +$108K | 0.4% | 45 |
|
|
2023
Q2 | $721K | Buy |
2,862
+1,200
| +72% | +$302K | 0.37% | 46 |
|
|
2023
Q1 | $388K | Buy |
+1,662
| New | +$388K | 0.21% | 52 |
|