J.P. Morgan Private Wealth Advisors’s Peloton Interactive PTON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $385K | Buy |
+76,164
| New | +$385K | ﹤0.01% | 1355 |
|
|
2023
Q2 | – | Sell |
-136,432
| Closed | -$1.55M | – | 1816 |
|
|
2023
Q1 | $1.55M | Buy |
136,432
+3,223
| +2% | +$36.5K | ﹤0.01% | 979 |
|
|
2022
Q4 | $1.06M | Sell |
133,209
-17,333
| -12% | -$138K | ﹤0.01% | 1117 |
|
|
2022
Q3 | $1.04M | Buy |
150,542
+20,280
| +16% | +$141K | ﹤0.01% | 1109 |
|
|
2022
Q2 | $1.2M | Sell |
130,262
-800
| -0.6% | -$7.35K | ﹤0.01% | 1040 |
|
|
2022
Q1 | $3.46M | Sell |
131,062
-57,823
| -31% | -$1.53M | 0.01% | 713 |
|
|
2021
Q4 | $6.76M | Buy |
188,885
+79,421
| +73% | +$2.84M | 0.01% | 534 |
|
|
2021
Q3 | $9.53M | Buy |
109,464
+9,827
| +10% | +$855K | 0.02% | 434 |
|
|
2021
Q2 | $12.4M | Buy |
99,637
+76,762
| +336% | +$9.52M | 0.03% | 387 |
|
|
2021
Q1 | $2.57M | Buy |
22,875
+4,737
| +26% | +$533K | 0.01% | 681 |
|
|
2020
Q4 | $2.75M | Sell |
18,138
-89
| -0.5% | -$13.5K | 0.01% | 631 |
|
|
2020
Q3 | $1.81M | Buy |
18,227
+5,442
| +43% | +$540K | 0.01% | 675 |
|
|
2020
Q2 | $739K | Buy |
12,785
+4,172
| +48% | +$241K | ﹤0.01% | 923 |
|
|
2020
Q1 | $229K | Buy |
+8,613
| New | +$229K | ﹤0.01% | 1241 |
|