MAI Capital Management’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 | $38.2K | Buy |
5,498
+2,158
| +65% | +$15K | ﹤0.01% | 1898 |
|
2025
Q1 | $21.1K | Hold |
3,340
| – | – | ﹤0.01% | 2025 |
|
2024
Q4 | $29.1K | Buy |
+3,340
| New | +$29.1K | ﹤0.01% | 1933 |
|
2022
Q1 | – | Sell |
-7,450
| Closed | -$266K | – | 912 |
|
2021
Q4 | $266K | Buy |
7,450
+4,099
| +122% | +$146K | ﹤0.01% | 720 |
|
2021
Q3 | $292K | Sell |
3,351
-10
| -0.3% | -$871 | 0.01% | 612 |
|
2021
Q2 | $417K | Sell |
3,361
-27
| -0.8% | -$3.35K | 0.01% | 522 |
|
2021
Q1 | $381K | Buy |
3,388
+34
| +1% | +$3.82K | 0.01% | 511 |
|
2020
Q4 | $509K | Buy |
3,354
+154
| +5% | +$23.4K | 0.01% | 426 |
|
2020
Q3 | $318K | Buy |
+3,200
| New | +$318K | 0.01% | 439 |
|