Clearstead Advisors’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $771 | Hold |
111
| – | – | ﹤0.01% | 2449 |
|
|
2025
Q1 | $702 | Hold |
111
| – | – | ﹤0.01% | 2028 |
|
|
2024
Q4 | $966 | Hold |
111
| – | – | ﹤0.01% | 1923 |
|
|
2024
Q3 | $520 | Sell |
111
-108
| -49% | -$506 | ﹤0.01% | 1950 |
|
|
2024
Q2 | $741 | Hold |
219
| – | – | ﹤0.01% | 1916 |
|
|
2024
Q1 | $918 | Hold |
219
| – | – | ﹤0.01% | 1411 |
|
|
2023
Q4 | $1.33K | Sell |
219
-939
| -81% | -$5.72K | ﹤0.01% | 1351 |
|
|
2023
Q3 | $5.85K | Buy |
1,158
+939
| +429% | +$4.74K | ﹤0.01% | 1205 |
|
|
2023
Q2 | $1.69K | Hold |
219
| – | – | ﹤0.01% | 1188 |
|
|
2023
Q1 | $2.48K | Sell |
219
-100
| -31% | -$1.13K | ﹤0.01% | 1105 |
|
|
2022
Q4 | $2.53K | Sell |
319
-1,254
| -80% | -$9.96K | ﹤0.01% | 1056 |
|
|
2022
Q3 | $11K | Hold |
1,573
| – | – | ﹤0.01% | 874 |
|
|
2022
Q2 | $14K | Hold |
1,573
| – | – | ﹤0.01% | 870 |
|
|
2022
Q1 | $42K | Buy |
1,573
+900
| +134% | +$24K | ﹤0.01% | 713 |
|
|
2021
Q4 | $24K | Hold |
673
| – | – | ﹤0.01% | 781 |
|
|
2021
Q3 | $59K | Buy |
673
+549
| +443% | +$48.1K | ﹤0.01% | 580 |
|
|
2021
Q2 | $15K | Hold |
124
| – | – | ﹤0.01% | 748 |
|
|
2021
Q1 | $14K | Buy |
124
+14
| +13% | +$1.58K | ﹤0.01% | 739 |
|
|
2020
Q4 | $17K | Buy |
110
+10
| +10% | +$1.55K | ﹤0.01% | 649 |
|
|
2020
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 664 |
|
|
2020
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 655 |
|
|
2020
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 684 |
|