Bartlett & Co Wealth Management’s Peloton Interactive PTON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$1.04K Hold
2025
Q1
$948 Hold
2024
Q4
$1.3K Hold
2024
Q3
$702 Hold
2024
Q2
$507 Hold
2024
Q1
$643 Hold
2023
Q4
$942 Sell
2023
Q3
$909 Hold
2023
Q2
$1.38K Sell
2023
Q1
$2.38K Sell
2022
Q4
$3.41K Sell
2022
Q3
$3.57K Buy
2022
Q2
$3.95K Hold
2022
Q1
$11.4K Buy
2021
Q4
Sell
2021
Q3
$2.61K Sell
2021
Q2
$4.22K Hold
2021
Q1
$3.82K Hold
2020
Q4
$5.16K Buy