Carson Wealth (CWM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $205K | Sell |
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|
2025
Q2 | $215K | Sell |
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|
2025
Q1 | $362K | Buy |
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|
2024
Q4 | $307K | Buy |
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|
2024
Q3 | $146K | Sell |
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|
2024
Q2 | $109K | Buy |
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|
2024
Q1 | $11K | Sell |
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|
2023
Q4 | $36K | Sell |
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|
2023
Q3 | $33K | Buy |
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|
2023
Q2 | $42K | Sell |
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|
2023
Q1 | $2.29M | Sell |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $5.52M | Buy |
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|
2022
Q2 | $6.33M | Buy |
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|
2022
Q1 | $8.12M | Buy |
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|
2021
Q4 | $6.96M | Buy |
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|
2021
Q2 | $1.44M | Hold |
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|
2021
Q1 | $1.44M | Hold |
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|
2020
Q4 | $1.44M | Hold |
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|
2020
Q3 | $1.44M | Hold |
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|
2020
Q2 | $1.44M | Hold |
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|
2020
Q1 | $1.44M | Hold |
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|
2019
Q4 | $1.44M | Hold |
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|
2019
Q3 | $1.44M | Hold |
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|
2019
Q2 | $1.44M | Hold |
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|
2019
Q1 | $1.44M | Buy |
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