EverSource Wealth Advisors’s Peloton Interactive PTON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.2K	Buy	2,368 +1,268	+115%	+$6.18K	﹤0.01%	2913
2025 Q4	$6.78K	Buy	1,100 +25	+2%	+$176	﹤0.01%	2982
2025 Q3	$9.68K	Sell	1,075 -312	-22%	-$2.32K	﹤0.01%	2839
2025 Q2	$9.63K	Buy	1,387 +120	+9%	+$779	﹤0.01%	2831
2025 Q1	$8.01K	Buy	1,267 +1,116	+739%	+$8.76K	﹤0.01%	2239
2024 Q4	$1.31K	Buy	+151	New	+$1.18K	﹤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%	-$269	﹤0.01%	1819
2023 Q3	$4.8K	Hold	950	–	–	﹤0.01%	1722
2023 Q2	$7.31K	Buy	950 +50	+6%	+$425	﹤0.01%	1580
2023 Q1	$10.2K	Buy	+900	New	+$10.8K	﹤0.01%	1343