Cetera Investment Advisers’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
$100K Sell
23,307
-8,685
-27% -$42.3K ﹤0.01% 4453
2025
Q4
$197K Buy
31,992
+10,850
+51% +$76.4K ﹤0.01% 4240
2025
Q3
$190K Buy
21,142
+6,100
+41% +$45.4K ﹤0.01% 4168
2025
Q2
$104K Sell
15,042
-2,532
-14% -$16.4K ﹤0.01% 3879
2025
Q1
$111K Buy
17,574
+430
+3% +$3.38K ﹤0.01% 3755
2024
Q4
$149K Buy
17,144
+1,432
+9% +$11.2K ﹤0.01% 3506
2024
Q3
$73.5K Sell
15,712
-12,713
-45% -$50K ﹤0.01% 3572
2024
Q2
$96.1K Sell
28,425
-8,571
-23% -$30.7K ﹤0.01% 3516
2024
Q1
$159K Buy
+36,996
New +$183K ﹤0.01% 3413
2021
Q4
Sell
-5,107
Closed -$445K 1918
2021
Q3
$445K Buy
5,107
+953
+23% +$105K 0.01% 1216
2021
Q2
$515K Sell
4,154
-289
-7% -$30.8K 0.01% 1111
2021
Q1
$500K Sell
4,443
-1,444
-25% -$192K 0.01% 980
2020
Q4
$893K Buy
5,887
+2,871
+95% +$350K 0.02% 703
2020
Q3
$299K Buy
+3,016
New +$222K 0.02% 500

Other funds holding PTON