EverSource Wealth Advisors’s Peloton Interactive PTON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.63K | Buy |
1,387
+120
| +9% | +$833 | ﹤0.01% | 2823 |
|
|
2025
Q1 | $8.01K | Buy |
1,267
+1,116
| +739% | +$7.05K | ﹤0.01% | 2237 |
|
|
2024
Q4 | $1.31K | Buy |
+151
| New | +$1.31K | ﹤0.01% | 2877 |
|
|
2024
Q2 | – | Sell |
-900
| Closed | -$2.8K | – | 3127 |
|
|
2024
Q1 | $2.8K | Hold |
900
| – | – | ﹤0.01% | 2276 |
|
|
2023
Q4 | $5.48K | Sell |
900
-50
| -5% | -$305 | ﹤0.01% | 1819 |
|
|
2023
Q3 | $4.8K | Hold |
950
| – | – | ﹤0.01% | 1722 |
|
|
2023
Q2 | $7.31K | Buy |
950
+50
| +6% | +$385 | ﹤0.01% | 1580 |
|
|
2023
Q1 | $10.2K | Buy |
+900
| New | +$10.2K | ﹤0.01% | 1342 |
|