Capital Analysts LLC’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	$1K	Hold	132	–	–	﹤0.01%	1518
2025 Q4	$1K	Hold	132	–	–	﹤0.01%	1458
2025 Q3	$1K	Hold	132	–	–	﹤0.01%	1417
2025 Q2	$1K	Hold	132	–	–	﹤0.01%	1371
2025 Q1	$1K	Buy	+132	New	+$1.04K	﹤0.01%	1349
2022 Q1	–	Sell	-132	Closed	-$5K	–	1013
2021 Q4	$5K	Sell	132 -20,722	-99%	-$1.27M	﹤0.01%	885
2021 Q3	$1.81M	Buy	20,854 +864	+4%	+$95.5K	0.12%	157
2021 Q2	$2.48M	Sell	19,990 -13,194	-40%	-$1.4M	0.17%	122
2021 Q1	$3.73M	Sell	33,184 -322	-1%	-$42.7K	0.26%	83
2020 Q4	$5.08M	Sell	33,506 -2,596	-7%	-$316K	0.45%	44
2020 Q3	$3.58M	Buy	36,102 +1,238	+4%	+$91.1K	0.34%	61
2020 Q2	$2.01M	Buy	+34,864	New	+$1.44M	0.21%	94