Charles Schwab’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
$15.6M Sell
3,633,167
-23,087
-0.6% -$113K ﹤0.01% 1878
2025
Q4
$22.5M Sell
3,656,254
-41,640
-1% -$293K ﹤0.01% 1678
2025
Q3
$33.3M Sell
3,697,894
-389,276
-10% -$2.9M 0.01% 1413
2025
Q2
$28.4M Sell
4,087,170
-6,558
-0.2% -$42.6K ﹤0.01% 1461
2025
Q1
$25.9M Sell
4,093,728
-42,454
-1% -$333K ﹤0.01% 1485
2024
Q4
$36M Buy
4,136,182
+139,826
+3% +$1.09M 0.01% 1353
2024
Q3
$18.7M Buy
3,996,356
+291,946
+8% +$1.15M ﹤0.01% 1728
2024
Q2
$12.5M Buy
3,704,410
+1,255,199
+51% +$4.5M ﹤0.01% 1927
2024
Q1
$10.5M Sell
2,449,211
-79,011
-3% -$390K ﹤0.01% 1962
2023
Q4
$15.4M Buy
2,528,222
+295,436
+13% +$1.59M ﹤0.01% 1751
2023
Q3
$11.3M Buy
2,232,786
+234,729
+12% +$1.67M ﹤0.01% 1851
2023
Q2
$15.4M Buy
1,998,057
+200,478
+11% +$1.7M ﹤0.01% 1675
2023
Q1
$20.4M Buy
1,797,579
+132,882
+8% +$1.6M 0.01% 1457
2022
Q4
$13.2M Buy
1,664,697
+69,236
+4% +$664K ﹤0.01% 1695
2022
Q3
$11.1M Buy
1,595,461
+640,278
+67% +$6.51M ﹤0.01% 1786
2022
Q2
$8.77M Buy
955,183
+17,839
+2% +$286K ﹤0.01% 1909
2022
Q1
$24.8M Buy
937,344
+35,094
+4% +$1.01M 0.01% 1368
2021
Q4
$32.3M Buy
902,250
+105,849
+13% +$6.46M 0.01% 1210
2021
Q3
$69.3M Buy
796,401
+12,265
+2% +$1.36M 0.02% 672
2021
Q2
$97.2M Buy
784,136
+32,646
+4% +$3.48M 0.03% 507
2021
Q1
$84.5M Buy
751,490
+120,980
+19% +$16M 0.03% 534
2020
Q4
$95.7M Buy
630,510
+135,763
+27% +$16.5M 0.04% 430
2020
Q3
$49.1M Buy
494,747
+373,999
+310% +$27.5M 0.02% 676
2020
Q2
$6.98M Sell
120,748
-44,327
-27% -$1.83M ﹤0.01% 1864
2020
Q1
$4.38M Buy
165,075
+3,664
+2% +$102K ﹤0.01% 1900
2019
Q4
$4.58M Buy
+161,411
New +$4.35M ﹤0.01% 2062

Other funds holding PTON