Mutual Advisors’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 Q4	–	Sell	-37,746	Closed	-$283K	–	1332
2025 Q3	$283K	Buy	+37,746	New	+$281K	0.01%	1079
2024 Q4	–	Sell	-10,245	Closed	-$62.9K	–	1121
2024 Q3	$62.9K	Buy	10,245 +186	+2%	+$731	﹤0.01%	1074
2024 Q2	$36.7K	Sell	10,059 -600	-6%	-$2.15K	﹤0.01%	1075
2024 Q1	$45.7K	Sell	10,659 -54	-0.5%	-$267	﹤0.01%	1072
2023 Q4	$65.2K	Buy	10,713 +54	+0.5%	+$291	﹤0.01%	990
2023 Q3	$53.8K	Sell	10,659 -17,768	-63%	-$126K	﹤0.01%	952
2023 Q2	$219K	Sell	28,427 -6,563	-19%	-$55.8K	0.01%	918
2023 Q1	$397K	Sell	34,990 -2,919	-8%	-$35.1K	0.02%	690
2022 Q4	$301K	Sell	37,909 -2,867	-7%	-$27.5K	0.01%	740
2022 Q3	$283K	Buy	40,776 +3,699	+10%	+$37.6K	0.01%	729
2022 Q2	$340K	Buy	37,077 +3,384	+10%	+$54.3K	0.02%	641
2022 Q1	$890K	Buy	33,693 +5,639	+20%	+$162K	0.05%	413
2021 Q4	$1M	Buy	28,054 +9,883	+54%	+$603K	0.05%	384
2021 Q3	$1.58M	Buy	18,171 +1,721	+10%	+$190K	0.09%	259
2021 Q2	$2.04M	Buy	16,450 +14,358	+686%	+$1.53M	0.12%	218
2021 Q1	$235K	Sell	2,092 -250	-11%	-$33.2K	0.02%	683
2020 Q4	$355K	Buy	+2,342	New	+$285K	0.03%	556