Integrated Wealth Concepts’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 | $456K | Buy |
+65,693
| New | +$456K | ﹤0.01% | 1331 |
|
|
2021
Q4 | – | Sell |
-2,358
| Closed | -$205K | – | 1015 |
|
|
2021
Q3 | $205K | Sell |
2,358
-471
| -17% | -$40.9K | 0.01% | 894 |
|
|
2021
Q2 | $351K | Sell |
2,829
-75
| -3% | -$9.31K | 0.01% | 616 |
|
|
2021
Q1 | $327K | Buy |
2,904
+1,005
| +53% | +$113K | 0.01% | 567 |
|
|
2020
Q4 | $288K | Buy |
+1,899
| New | +$288K | 0.01% | 520 |
|