Heritage Wealth Advisors’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 | $1.39K | Sell |
200
-100
| -33% | -$694 | ﹤0.01% | 525 |
|
|
2025
Q1 | $1.9K | Hold |
300
| – | – | ﹤0.01% | 509 |
|
|
2024
Q4 | $2.61K | Hold |
300
| – | – | ﹤0.01% | 544 |
|
|
2024
Q3 | $1.4K | Hold |
300
| – | – | ﹤0.01% | 565 |
|
|
2024
Q2 | $1.01K | Hold |
300
| – | – | ﹤0.01% | 486 |
|
|
2024
Q1 | $1.29K | Hold |
300
| – | – | ﹤0.01% | 504 |
|
|
2023
Q4 | $1.83K | Hold |
300
| – | – | ﹤0.01% | 506 |
|
|
2023
Q3 | $1.52K | Hold |
300
| – | – | ﹤0.01% | 469 |
|
|
2023
Q2 | $2.31K | Hold |
300
| – | – | ﹤0.01% | 498 |
|
|
2023
Q1 | $3.4K | Sell |
300
-75
| -20% | -$851 | ﹤0.01% | 492 |
|
|
2022
Q4 | $2.98K | Hold |
375
| – | – | ﹤0.01% | 496 |
|
|
2022
Q3 | $2.6K | Sell |
375
-2
| -0.5% | -$14 | ﹤0.01% | 476 |
|
|
2022
Q2 | $3K | Sell |
377
-125
| -25% | -$995 | ﹤0.01% | 519 |
|
|
2022
Q1 | $13K | Buy |
502
+197
| +65% | +$5.1K | ﹤0.01% | 423 |
|
|
2021
Q4 | $11K | Buy |
305
+100
| +49% | +$3.61K | ﹤0.01% | 445 |
|
|
2021
Q3 | $17.8K | Hold |
205
| – | – | ﹤0.01% | 411 |
|
|
2021
Q2 | $25.4K | Buy |
205
+9
| +5% | +$1.12K | ﹤0.01% | 394 |
|
|
2021
Q1 | $22K | Buy |
196
+54
| +38% | +$6.07K | ﹤0.01% | 414 |
|
|
2020
Q4 | $22K | Buy |
142
+140
| +7,000% | +$21.7K | ﹤0.01% | 399 |
|
|
2020
Q3 | $198 | Hold |
2
| – | – | ﹤0.01% | 460 |
|
|
2020
Q2 | $116 | Buy |
+2
| New | +$116 | ﹤0.01% | 432 |
|