Colonial Trust 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 | $9.72K | Buy |
1,400
+300
| +27% | +$2.08K | ﹤0.01% | 513 |
|
|
2025
Q1 | $6.95K | Sell |
1,100
-200
| -15% | -$1.26K | ﹤0.01% | 537 |
|
|
2024
Q4 | $11.3K | Buy |
1,300
+300
| +30% | +$2.61K | ﹤0.01% | 472 |
|
|
2024
Q3 | $4.68K | Hold |
1,000
| – | – | ﹤0.01% | 628 |
|
|
2024
Q2 | $3.38K | Buy |
1,000
+300
| +43% | +$1.01K | ﹤0.01% | 643 |
|
|
2024
Q1 | $3K | Buy |
700
+300
| +75% | +$1.29K | ﹤0.01% | 755 |
|
|
2023
Q4 | $2.44K | Hold |
400
| – | – | ﹤0.01% | 689 |
|
|
2023
Q3 | $2.02K | Buy |
400
+300
| +300% | +$1.52K | ﹤0.01% | 721 |
|
|
2023
Q2 | $769 | Hold |
100
| – | – | ﹤0.01% | 814 |
|
|
2023
Q1 | $1.13K | Buy |
+100
| New | +$1.13K | ﹤0.01% | 782 |
|