Financial Perspectives’s Peloton Interactive PTON Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-12	Closed	-$108	–	739
2025 Q3	$108	Hold	12	–	–	﹤0.01%	707
2025 Q2	$83	Hold	12	–	–	﹤0.01%	707
2025 Q1	$76	Hold	12	–	–	﹤0.01%	707
2024 Q4	$104	Hold	12	–	–	﹤0.01%	708
2024 Q3	$56	Hold	12	–	–	﹤0.01%	674
2024 Q2	$41	Hold	12	–	–	﹤0.01%	669
2024 Q1	$51	Sell	12 -765	-98%	-$3.78K	﹤0.01%	659
2023 Q4	$4.73K	Hold	777	–	–	﹤0.01%	530
2023 Q3	$3.92K	Hold	777	–	–	﹤0.01%	532
2023 Q2	$5.97K	Hold	777	–	–	﹤0.01%	498
2023 Q1	$8.81K	Hold	777	–	–	﹤0.01%	456
2022 Q4	$6.17K	Hold	777	–	–	﹤0.01%	493
2022 Q3	$5.38K	Hold	777	–	–	﹤0.01%	498
2022 Q2	$7.13K	Hold	777	–	–	﹤0.01%	480
2022 Q1	$20.5K	Buy	+777	New	+$22.3K	0.01%	371
2021 Q4	–	Sell	-240	Closed	-$20.9K	–	672
2021 Q3	$20.9K	Hold	240	–	–	0.01%	348
2021 Q2	$29.8K	Sell	240 -12,691	-98%	-$1.35M	0.01%	327
2021 Q1	$115K	Buy	+12,931	New	+$1.72M	0.01%	464