Creative Planning’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 | $287K | Buy |
41,325
+7,631
| +23% | +$53K | ﹤0.01% | 2924 |
|
|
2025
Q1 | $213K | Sell |
33,694
-4,501
| -12% | -$28.4K | ﹤0.01% | 3005 |
|
|
2024
Q4 | $332K | Buy |
38,195
+13,285
| +53% | +$116K | ﹤0.01% | 2566 |
|
|
2024
Q3 | $117K | Buy |
24,910
+270
| +1% | +$1.26K | ﹤0.01% | 2982 |
|
|
2024
Q2 | $83.3K | Buy |
24,640
+10,523
| +75% | +$35.6K | ﹤0.01% | 2857 |
|
|
2024
Q1 | $60.5K | Buy |
14,117
+390
| +3% | +$1.67K | ﹤0.01% | 2750 |
|
|
2023
Q4 | $83.6K | Buy |
13,727
+1,880
| +16% | +$11.4K | ﹤0.01% | 2577 |
|
|
2023
Q3 | $59.8K | Sell |
11,847
-6,899
| -37% | -$34.8K | ﹤0.01% | 2446 |
|
|
2023
Q2 | $144K | Sell |
18,746
-3,853
| -17% | -$29.6K | ﹤0.01% | 2275 |
|
|
2023
Q1 | $256K | Sell |
22,599
-1,491
| -6% | -$16.9K | ﹤0.01% | 1928 |
|
|
2022
Q4 | $191K | Sell |
24,090
-76
| -0.3% | -$603 | ﹤0.01% | 2021 |
|
|
2022
Q3 | $167K | Buy |
24,166
+12,378
| +105% | +$85.5K | ﹤0.01% | 1938 |
|
|
2022
Q2 | $108K | Sell |
11,788
-945
| -7% | -$8.66K | ﹤0.01% | 1951 |
|
|
2022
Q1 | $337K | Buy |
12,733
+3,153
| +33% | +$83.4K | ﹤0.01% | 1550 |
|
|
2021
Q4 | $343K | Sell |
9,580
-199
| -2% | -$7.13K | ﹤0.01% | 1528 |
|
|
2021
Q3 | $851K | Buy |
9,779
+1,206
| +14% | +$105K | ﹤0.01% | 1029 |
|
|
2021
Q2 | $1.06M | Sell |
8,573
-15,216
| -64% | -$1.89M | ﹤0.01% | 906 |
|
|
2021
Q1 | $2.68M | Buy |
23,789
+5,416
| +29% | +$609K | 0.01% | 603 |
|
|
2020
Q4 | $2.79M | Buy |
18,373
+1,399
| +8% | +$212K | 0.01% | 539 |
|
|
2020
Q3 | $1.68M | Buy |
16,974
+5,213
| +44% | +$517K | ﹤0.01% | 613 |
|
|
2020
Q2 | $679K | Buy |
11,761
+3,210
| +38% | +$185K | ﹤0.01% | 892 |
|
|
2020
Q1 | $227K | Buy |
+8,551
| New | +$227K | ﹤0.01% | 1312 |
|