Capital Analysts LLC’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
$1K Hold
132
﹤0.01% 1371
2025
Q1
$1K Buy
+132
New +$1K ﹤0.01% 1349
2022
Q1
Sell
-132
Closed -$5K 1013
2021
Q4
$5K Sell
132
-20,722
-99% -$785K ﹤0.01% 885
2021
Q3
$1.82M Buy
20,854
+864
+4% +$75.2K 0.12% 157
2021
Q2
$2.48M Sell
19,990
-13,194
-40% -$1.64M 0.17% 122
2021
Q1
$3.73M Sell
33,184
-322
-1% -$36.2K 0.26% 83
2020
Q4
$5.08M Sell
33,506
-2,596
-7% -$394K 0.45% 44
2020
Q3
$3.58M Buy
36,102
+1,238
+4% +$123K 0.34% 61
2020
Q2
$2.01M Buy
+34,864
New +$2.01M 0.21% 94