Concord Wealth Partners’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 | $14 | Hold |
2
| – | – | ﹤0.01% | 855 |
|
|
2025
Q1 | $13 | Hold |
2
| – | – | ﹤0.01% | 805 |
|
|
2024
Q4 | $17 | Hold |
2
| – | – | ﹤0.01% | 916 |
|
|
2024
Q3 | $9 | Hold |
2
| – | – | ﹤0.01% | 953 |
|
|
2024
Q2 | $7 | Hold |
2
| – | – | ﹤0.01% | 837 |
|
|
2024
Q1 | $9 | Hold |
2
| – | – | ﹤0.01% | 850 |
|
|
2023
Q4 | $12 | Hold |
2
| – | – | ﹤0.01% | 804 |
|
|
2023
Q3 | $10 | Hold |
2
| – | – | ﹤0.01% | 1032 |
|
|
2023
Q2 | $15 | Hold |
2
| – | – | ﹤0.01% | 1034 |
|
|
2023
Q1 | $23 | Hold |
2
| – | – | ﹤0.01% | 981 |
|
|
2022
Q4 | $16 | Buy |
+2
| New | +$16 | ﹤0.01% | 1249 |
|
|
2022
Q3 | – | Sell |
-1,426
| Closed | -$13K | – | 882 |
|
|
2022
Q2 | $13K | Hold |
1,426
| – | – | ﹤0.01% | 636 |
|
|
2022
Q1 | $38K | Buy |
1,426
+1,000
| +235% | +$26.6K | 0.01% | 481 |
|
|
2021
Q4 | $15K | Buy |
+426
| New | +$15K | ﹤0.01% | 700 |
|
|
2021
Q3 | – | Sell |
-196
| Closed | -$24K | – | 1003 |
|
|
2021
Q2 | $24K | Buy |
196
+52
| +36% | +$6.37K | 0.01% | 471 |
|
|
2021
Q1 | $16K | Buy |
+144
| New | +$16K | 0.01% | 512 |
|