Integrated Wealth Concepts’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
Q3
Sell
2025
Q2
$456K Buy
2021
Q4
Sell
2021
Q3
$205K Sell
2021
Q2
$351K Sell
2021
Q1
$327K Buy
2020
Q4
$288K Buy