Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39K | Sell |
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|
2025
Q1 | $1.9K | Hold |
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|
2024
Q4 | $2.61K | Hold |
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|
2024
Q3 | $1.4K | Hold |
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|
2024
Q2 | $1.01K | Hold |
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|
2024
Q1 | $1.29K | Hold |
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|
2023
Q4 | $1.83K | Hold |
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|
2023
Q3 | $1.51K | Hold |
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|
2023
Q2 | $2.31K | Hold |
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|
2023
Q1 | $3.4K | Sell |
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|
2022
Q4 | $2.98K | Hold |
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|
2022
Q3 | $2.6K | Sell |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $13K | Buy |
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|
2021
Q4 | $11K | Buy |
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|
2021
Q3 | $17.8K | Hold |
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|
2021
Q2 | $25.4K | Buy |
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|
2021
Q1 | $22K | Buy |
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|
2020
Q4 | $22K | Buy |
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|
2020
Q3 | $198 | Hold |
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|
2020
Q2 | $116 | Buy |
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