Financial Perspectives’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
$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% -$3.25K ﹤0.01% 659
2023
Q4
$4.73K Hold
777
﹤0.01% 530
2023
Q3
$3.92K Hold
777
﹤0.01% 532
2023
Q2
$5.98K 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
$5.39K Hold
777
﹤0.01% 498
2022
Q2
$7.13K Hold
777
﹤0.01% 480
2022
Q1
$20.5K Buy
+777
New +$20.5K 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% -$1.57M 0.01% 327
2021
Q1
$115K Buy
+12,931
New +$115K 0.01% 464