Carson Wealth (CWM LLC)’s Peloton Interactive PTON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
30,954
-26,381
| -46% | -$183K | ﹤0.01% | 2118 |
|
|
2025
Q1 | $362K | Buy |
57,335
+22,037
| +62% | +$139K | ﹤0.01% | 1580 |
|
|
2024
Q4 | $307K | Buy |
35,298
+4,099
| +13% | +$35.7K | ﹤0.01% | 1577 |
|
|
2024
Q3 | $146K | Sell |
31,199
-1,155
| -4% | -$5.41K | ﹤0.01% | 1945 |
|
|
2024
Q2 | $109K | Buy |
32,354
+29,898
| +1,217% | +$101K | ﹤0.01% | 1915 |
|
|
2024
Q1 | $11K | Sell |
2,456
-3,386
| -58% | -$15.2K | ﹤0.01% | 3287 |
|
|
2023
Q4 | $36K | Sell |
5,842
-603
| -9% | -$3.72K | ﹤0.01% | 2374 |
|
|
2023
Q3 | $33K | Buy |
6,445
+923
| +17% | +$4.73K | ﹤0.01% | 2347 |
|
|
2023
Q2 | $42K | Sell |
5,522
-195,970
| -97% | -$1.49M | ﹤0.01% | 2106 |
|
|
2023
Q1 | $2.29M | Sell |
201,492
-2,549
| -1% | -$28.9K | 0.02% | 457 |
|
|
2022
Q4 | $1.62M | Sell |
204,041
-592,658
| -74% | -$4.71M | 0.01% | 480 |
|
|
2022
Q3 | $5.52M | Buy |
796,699
+107,285
| +16% | +$743K | 0.04% | 268 |
|
|
2022
Q2 | $6.33M | Buy |
689,414
+381,917
| +124% | +$3.51M | 0.05% | 256 |
|
|
2022
Q1 | $8.12M | Buy |
307,497
+112,866
| +58% | +$2.98M | 0.06% | 233 |
|
|
2021
Q4 | $6.96M | Buy |
+194,631
| New | +$6.96M | 0.05% | 264 |
|
|
2021
Q2 | $1.44M | Hold |
11,636
| – | – | 0.01% | 502 |
|
|
2021
Q1 | $1.44M | Hold |
11,636
| – | – | 0.01% | 502 |
|
|
2020
Q4 | $1.44M | Hold |
11,636
| – | – | 0.01% | 502 |
|
|
2020
Q3 | $1.44M | Hold |
11,636
| – | – | 0.01% | 502 |
|
|
2020
Q2 | $1.44M | Hold |
11,636
| – | – | 0.01% | 502 |
|
|
2020
Q1 | $1.44M | Hold |
11,636
| – | – | 0.01% | 502 |
|
|
2019
Q4 | $1.44M | Hold |
11,636
| – | – | 0.01% | 502 |
|
|
2019
Q3 | $1.44M | Hold |
11,636
| – | – | 0.01% | 502 |
|
|
2019
Q2 | $1.44M | Hold |
11,636
| – | – | 0.01% | 502 |
|
|
2019
Q1 | $1.44M | Buy |
+11,636
| New | +$1.44M | 0.01% | 502 |
|