Mercer Global 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 | $98.3K | Sell |
14,170
-1,939
| -12% | -$13.5K | ﹤0.01% | 2125 |
|
|
2025
Q1 | $102K | Buy |
+16,109
| New | +$102K | ﹤0.01% | 2052 |
|
|
2024
Q4 | – | Sell |
-10,702
| Closed | -$46.6K | – | 2254 |
|
|
2024
Q3 | $46.6K | Buy |
10,702
+2,664
| +33% | +$11.6K | ﹤0.01% | 1920 |
|
|
2024
Q2 | $474K | Buy |
+8,038
| New | +$474K | ﹤0.01% | 1327 |
|
|
2021
Q4 | – | Sell |
-4,978
| Closed | -$433K | – | 1838 |
|
|
2021
Q3 | $433K | Sell |
4,978
-2,225
| -31% | -$194K | ﹤0.01% | 1242 |
|
|
2021
Q2 | $893K | Sell |
7,203
-87
| -1% | -$10.8K | 0.01% | 889 |
|
|
2021
Q1 | $820K | Buy |
7,290
+3,864
| +113% | +$435K | 0.01% | 869 |
|
|
2020
Q4 | $520K | Sell |
3,426
-33
| -1% | -$5.01K | 0.01% | 843 |
|
|
2020
Q3 | $343K | Buy |
+3,459
| New | +$343K | 0.01% | 908 |
|