AE Wealth Management’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,233
| Closed | -$64.7K | – | 2233 |
|
|
2025
Q1 | $64.7K | Buy |
+10,233
| New | +$64.7K | ﹤0.01% | 1540 |
|
|
2021
Q4 | – | Sell |
-20,998
| Closed | -$1.83M | – | 1756 |
|
|
2021
Q3 | $1.83M | Buy |
20,998
+32
| +0.2% | +$2.79K | 0.02% | 675 |
|
|
2021
Q2 | $2.6M | Buy |
20,966
+959
| +5% | +$119K | 0.02% | 557 |
|
|
2021
Q1 | $2.25M | Sell |
20,007
-18,344
| -48% | -$2.06M | 0.02% | 537 |
|
|
2020
Q4 | $5.82M | Sell |
38,351
-10,946
| -22% | -$1.66M | 0.07% | 253 |
|
|
2020
Q3 | $4.89M | Sell |
49,297
-31,599
| -39% | -$3.14M | 0.07% | 240 |
|
|
2020
Q2 | $4.67M | Sell |
80,896
-4,652
| -5% | -$269K | 0.07% | 229 |
|
|
2020
Q1 | $2.27M | Buy |
+85,548
| New | +$2.27M | 0.05% | 278 |
|