IFP 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 | $12.4K | Buy |
1,764
+450
| +34% | +$3.17K | ﹤0.01% | 2802 |
|
|
2025
Q1 | $8.3K | Sell |
1,314
-1,355
| -51% | -$8.56K | ﹤0.01% | 2645 |
|
|
2024
Q4 | $23.2K | Sell |
2,669
-923
| -26% | -$8.03K | ﹤0.01% | 2176 |
|
|
2024
Q3 | $16.8K | Buy |
3,592
+2,122
| +144% | +$9.93K | ﹤0.01% | 2210 |
|
|
2024
Q2 | $4.97K | Sell |
1,470
-267
| -15% | -$903 | ﹤0.01% | 2561 |
|
|
2024
Q1 | $7.44K | Sell |
1,737
-103
| -6% | -$441 | ﹤0.01% | 2334 |
|
|
2023
Q4 | $11.2K | Buy |
1,840
+86
| +5% | +$524 | ﹤0.01% | 2150 |
|
|
2023
Q3 | $8.86K | Sell |
1,754
-609
| -26% | -$3.08K | ﹤0.01% | 2298 |
|
|
2023
Q2 | $18.2K | Buy |
2,363
+253
| +12% | +$1.95K | ﹤0.01% | 2052 |
|
|
2023
Q1 | $54.4K | Sell |
2,110
-1,307
| -38% | -$33.7K | ﹤0.01% | 1531 |
|
|
2022
Q4 | $102K | Buy |
3,417
+315
| +10% | +$9.4K | ﹤0.01% | 1731 |
|
|
2022
Q3 | $92K | Buy |
3,102
+1,132
| +57% | +$33.6K | ﹤0.01% | 1913 |
|
|
2022
Q2 | $58K | Hold |
1,970
| – | – | ﹤0.01% | 2061 |
|
|
2022
Q1 | $58K | Buy |
1,970
+1,239
| +169% | +$36.5K | ﹤0.01% | 2061 |
|
|
2021
Q4 | $29K | Buy |
731
+81
| +12% | +$3.21K | ﹤0.01% | 1757 |
|
|
2021
Q3 | $58K | Buy |
650
+10
| +2% | +$892 | ﹤0.01% | 1479 |
|
|
2021
Q2 | $78K | Sell |
640
-237
| -27% | -$28.9K | ﹤0.01% | 1343 |
|
|
2021
Q1 | $98K | Buy |
877
+66
| +8% | +$7.38K | ﹤0.01% | 1185 |
|
|
2020
Q4 | $125K | Buy |
811
+586
| +260% | +$90.3K | 0.01% | 1021 |
|
|
2020
Q3 | $21K | Buy |
225
+185
| +463% | +$17.3K | ﹤0.01% | 1624 |
|
|
2020
Q2 | $2K | Sell |
40
-210
| -84% | -$10.5K | ﹤0.01% | 2397 |
|
|
2020
Q1 | $6K | Sell |
250
-350
| -58% | -$8.4K | ﹤0.01% | 1980 |
|
|
2019
Q4 | $16K | Buy |
600
+400
| +200% | +$10.7K | ﹤0.01% | 1725 |
|
|
2019
Q3 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 2284 |
|