CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $73K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $71.4K | Sell |
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|
2023
Q3 | $87K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $71K | Buy |
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|
2022
Q1 | $144K | Buy |
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|
2021
Q4 | $120K | Sell |
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|
2021
Q3 | $667K | Buy |
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|
2021
Q2 | $571K | Buy |
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|
2021
Q1 | $505K | Buy |
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|
2020
Q4 | $416K | Buy |
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|
2020
Q3 | $197K | Sell |
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|
2020
Q2 | $181K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $5K | Buy |
|