Cambridge Investment Research Advisors’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
$174K Buy
25,096
+754
+3% +$5.23K ﹤0.01% 3377
2025
Q1
$154K Sell
24,342
-2,524
-9% -$16K ﹤0.01% 3271
2024
Q4
$234K Sell
26,866
-7,079
-21% -$61.7K ﹤0.01% 3060
2024
Q3
$159K Sell
33,945
-27,716
-45% -$130K ﹤0.01% 3197
2024
Q2
$208K Buy
61,661
+827
+1% +$2.79K ﹤0.01% 2994
2024
Q1
$261K Buy
60,834
+26,523
+77% +$114K ﹤0.01% 2813
2023
Q4
$209K Sell
34,311
-21,301
-38% -$130K ﹤0.01% 2865
2023
Q3
$281K Buy
55,612
+33,307
+149% +$168K ﹤0.01% 2546
2023
Q2
$172K Sell
22,305
-6,250
-22% -$48.2K ﹤0.01% 2913
2023
Q1
$324K Buy
28,555
+2,893
+11% +$32.8K ﹤0.01% 2424
2022
Q4
$204K Sell
25,662
-3,602
-12% -$28.6K ﹤0.01% 2737
2022
Q3
$203K Buy
29,264
+704
+2% +$4.88K ﹤0.01% 2691
2022
Q2
$262K Buy
28,560
+4,830
+20% +$44.3K ﹤0.01% 2504
2022
Q1
$627K Sell
23,730
-837
-3% -$22.1K ﹤0.01% 1920
2021
Q4
$879K Sell
24,567
-9,103
-27% -$326K ﹤0.01% 1671
2021
Q3
$2.93M Buy
33,670
+5,013
+17% +$436K 0.01% 885
2021
Q2
$3.55M Buy
28,657
+5,233
+22% +$649K 0.02% 791
2021
Q1
$2.63M Sell
23,424
-8,460
-27% -$951K 0.01% 869
2020
Q4
$4.84M Sell
31,884
-8,387
-21% -$1.27M 0.03% 543
2020
Q3
$4M Buy
40,271
+32,335
+407% +$3.21M 0.03% 535
2020
Q2
$458K Buy
+7,936
New +$458K ﹤0.01% 1606