GM Advisory Group’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
$210K Hold
30,297
0.01% 273
2025
Q1
$191K Hold
30,297
0.01% 260
2024
Q4
$264K Buy
30,297
+15,235
+101% +$133K 0.01% 220
2024
Q3
$70.5K Buy
+15,062
New +$70.5K ﹤0.01% 247
2022
Q4
Sell
-30,862
Closed -$214K 183
2022
Q3
$214K Sell
30,862
-1,100
-3% -$7.63K 0.03% 166
2022
Q2
$293K Buy
31,962
+9,188
+40% +$84.2K 0.05% 143
2022
Q1
$602K Buy
+22,774
New +$602K 0.07% 116