CIBC Private Wealth Group’s Peloton Interactive PTON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
72,375
+1,675
| +2% | +$11.6K | ﹤0.01% | 835 |
|
|
2025
Q1 | $354K | Buy |
70,700
+12,000
| +20% | +$60K | ﹤0.01% | 911 |
|
|
2024
Q4 | $507K | Sell |
58,700
-140
| -0.2% | -$1.21K | ﹤0.01% | 858 |
|
|
2024
Q3 | $275K | Sell |
58,840
-2,100
| -3% | -$9.83K | ﹤0.01% | 1052 |
|
|
2024
Q2 | $219K | Sell |
60,940
-143
| -0.2% | -$513 | ﹤0.01% | 1062 |
|
|
2024
Q1 | $261K | Buy |
61,083
+18,415
| +43% | +$78.8K | ﹤0.01% | 1022 |
|
|
2023
Q4 | $260K | Sell |
42,668
-5,852
| -12% | -$35.6K | ﹤0.01% | 983 |
|
|
2023
Q3 | $245K | Buy |
+48,520
| New | +$245K | ﹤0.01% | 937 |
|
|
2022
Q3 | – | Sell |
-2,240
| Closed | -$21K | – | 1132 |
|
|
2022
Q2 | $21K | Sell |
2,240
-145,585
| -98% | -$1.36M | ﹤0.01% | 1021 |
|
|
2022
Q1 | $3.91M | Sell |
147,825
-48,462
| -25% | -$1.28M | 0.01% | 427 |
|
|
2021
Q4 | $7.02M | Buy |
+196,287
| New | +$7.02M | 0.01% | 369 |
|
|
2021
Q3 | – | Sell |
-6,665
| Closed | -$826K | – | 1005 |
|
|
2021
Q2 | $826K | Buy |
6,665
+42
| +0.6% | +$5.21K | ﹤0.01% | 704 |
|
|
2021
Q1 | $745K | Sell |
6,623
-793
| -11% | -$89.2K | ﹤0.01% | 727 |
|
|
2020
Q4 | $1.13M | Sell |
7,416
-700
| -9% | -$106K | ﹤0.01% | 612 |
|
|
2020
Q3 | $636K | Buy |
+8,116
| New | +$636K | ﹤0.01% | 646 |
|