Cambridge Investment Research Advisors’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $146K | Buy |
34,149
+10,101
| +42% | +$49.2K | ﹤0.01% | 3742 |
|
|
2025
Q4 | $148K | Buy |
24,048
+578
| +2% | +$4.07K | ﹤0.01% | 3641 |
|
|
2025
Q3 | $211K | Sell |
23,470
-1,626
| -6% | -$12.1K | ﹤0.01% | 3440 |
|
|
2025
Q2 | $174K | Buy |
25,096
+754
| +3% | +$4.9K | ﹤0.01% | 3377 |
|
|
2025
Q1 | $154K | Sell |
24,342
-2,524
| -9% | -$19.8K | ﹤0.01% | 3271 |
|
|
2024
Q4 | $234K | Sell |
26,866
-7,079
| -21% | -$55.2K | ﹤0.01% | 3060 |
|
|
2024
Q3 | $159K | Sell |
33,945
-27,716
| -45% | -$109K | ﹤0.01% | 3197 |
|
|
2024
Q2 | $208K | Buy |
61,661
+827
| +1% | +$2.96K | ﹤0.01% | 2994 |
|
|
2024
Q1 | $261K | Buy |
60,834
+26,523
| +77% | +$131K | ﹤0.01% | 2813 |
|
|
2023
Q4 | $209K | Sell |
34,311
-21,301
| -38% | -$115K | ﹤0.01% | 2865 |
|
|
2023
Q3 | $281K | Buy |
55,612
+33,307
| +149% | +$237K | ﹤0.01% | 2546 |
|
|
2023
Q2 | $172K | Sell |
22,305
-6,250
| -22% | -$53.1K | ﹤0.01% | 2913 |
|
|
2023
Q1 | $324K | Buy |
28,555
+2,893
| +11% | +$34.8K | ﹤0.01% | 2424 |
|
|
2022
Q4 | $204K | Sell |
25,662
-3,602
| -12% | -$34.6K | ﹤0.01% | 2737 |
|
|
2022
Q3 | $203K | Buy |
29,264
+704
| +2% | +$7.16K | ﹤0.01% | 2691 |
|
|
2022
Q2 | $262K | Buy |
28,560
+4,830
| +20% | +$77.5K | ﹤0.01% | 2504 |
|
|
2022
Q1 | $627K | Sell |
23,730
-837
| -3% | -$24K | ﹤0.01% | 1920 |
|
|
2021
Q4 | $879K | Sell |
24,567
-9,103
| -27% | -$556K | ﹤0.01% | 1671 |
|
|
2021
Q3 | $2.93M | Buy |
33,670
+5,013
| +17% | +$554K | 0.01% | 885 |
|
|
2021
Q2 | $3.55M | Buy |
28,657
+5,233
| +22% | +$557K | 0.02% | 791 |
|
|
2021
Q1 | $2.63M | Sell |
23,424
-8,460
| -27% | -$1.12M | 0.01% | 869 |
|
|
2020
Q4 | $4.84M | Sell |
31,884
-8,387
| -21% | -$1.02M | 0.03% | 543 |
|
|
2020
Q3 | $4M | Buy |
40,271
+32,335
| +407% | +$2.38M | 0.03% | 535 |
|
|
2020
Q2 | $458K | Buy |
+7,936
| New | +$328K | ﹤0.01% | 1606 |
|
Other funds holding PTON
VPM
VCM
QOP
NCM
DCM