Bartlett & Co 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 | $1.04K | Hold |
150
| – | – | ﹤0.01% | 1144 |
|
|
2025
Q1 | $948 | Hold |
150
| – | – | ﹤0.01% | 1121 |
|
|
2024
Q4 | $1.31K | Hold |
150
| – | – | ﹤0.01% | 1065 |
|
|
2024
Q3 | $702 | Hold |
150
| – | – | ﹤0.01% | 1083 |
|
|
2024
Q2 | $507 | Hold |
150
| – | – | ﹤0.01% | 1101 |
|
|
2024
Q1 | $643 | Hold |
150
| – | – | ﹤0.01% | 1081 |
|
|
2023
Q4 | $942 | Sell |
150
-30
| -17% | -$188 | ﹤0.01% | 1188 |
|
|
2023
Q3 | $909 | Hold |
180
| – | – | ﹤0.01% | 1115 |
|
|
2023
Q2 | $1.38K | Sell |
180
-30
| -14% | -$231 | ﹤0.01% | 1087 |
|
|
2023
Q1 | $2.38K | Sell |
210
-220
| -51% | -$2.49K | ﹤0.01% | 968 |
|
|
2022
Q4 | $3.41K | Sell |
430
-85
| -17% | -$675 | ﹤0.01% | 967 |
|
|
2022
Q3 | $3.57K | Buy |
515
+85
| +20% | +$589 | ﹤0.01% | 975 |
|
|
2022
Q2 | $3.95K | Hold |
430
| – | – | ﹤0.01% | 1067 |
|
|
2022
Q1 | $11.4K | Buy |
+430
| New | +$11.4K | ﹤0.01% | 810 |
|
|
2021
Q4 | – | Sell |
-30
| Closed | -$2.61K | – | 761 |
|
|
2021
Q3 | $2.61K | Sell |
30
-4
| -12% | -$348 | ﹤0.01% | 841 |
|
|
2021
Q2 | $4.22K | Hold |
34
| – | – | ﹤0.01% | 775 |
|
|
2021
Q1 | $3.82K | Hold |
34
| – | – | ﹤0.01% | 817 |
|
|
2020
Q4 | $5.16K | Buy |
+34
| New | +$5.16K | ﹤0.01% | 788 |
|