Montag & Associates’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
Q2 | – | Sell |
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|
2025
Q1 | $4.92K | Hold |
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|
2024
Q4 | $6.77K | Sell |
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|
2024
Q3 | $3.83K | Buy |
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|
2024
Q2 | $2.63K | Hold |
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|
2024
Q1 | $3.33K | Hold |
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|
2023
Q4 | $4.74K | Hold |
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|
2023
Q3 | $3.93K | Hold |
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|
2023
Q2 | $5.98K | Hold |
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|
2023
Q1 | $8.82K | Hold |
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|
2022
Q4 | $6.18K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $7K | Hold |
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|
2022
Q1 | $21K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1K | Sell |
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|
2021
Q2 | $13K | Buy |
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|
2021
Q1 | $6K | Sell |
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|
2020
Q4 | $14K | Buy |
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