Nisa Investment 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 | $37.2K | Sell |
5,367
-1,136
| -17% | -$7.88K | ﹤0.01% | 1674 |
|
|
2025
Q1 | $41.1K | Buy |
6,503
+1,864
| +40% | +$11.8K | ﹤0.01% | 1639 |
|
|
2024
Q4 | $40.4K | Buy |
4,639
+293
| +7% | +$2.55K | ﹤0.01% | 1740 |
|
|
2024
Q3 | $20.3K | Sell |
4,346
-5,144
| -54% | -$24.1K | ﹤0.01% | 1903 |
|
|
2024
Q2 | $32.1K | Buy |
9,490
+9,000
| +1,837% | +$30.4K | ﹤0.01% | 1788 |
|
|
2024
Q1 | $2.1K | Hold |
490
| – | – | ﹤0.01% | 2227 |
|
|
2023
Q4 | $2.98K | Sell |
490
-4,200
| -90% | -$25.6K | ﹤0.01% | 2158 |
|
|
2023
Q3 | $23.7K | Sell |
4,690
-241,000
| -98% | -$1.22M | ﹤0.01% | 1966 |
|
|
2023
Q2 | $1.89M | Buy |
245,690
+216,990
| +756% | +$1.67M | 0.01% | 688 |
|
|
2023
Q1 | $325K | Sell |
28,700
-151,000
| -84% | -$1.71M | ﹤0.01% | 1184 |
|
|
2022
Q4 | $1.43M | Buy |
179,700
+164,900
| +1,114% | +$1.31M | 0.01% | 816 |
|
|
2022
Q3 | $104K | Sell |
14,800
-68,200
| -82% | -$479K | ﹤0.01% | 1494 |
|
|
2022
Q2 | $762K | Buy |
83,000
+60,600
| +271% | +$556K | 0.01% | 911 |
|
|
2022
Q1 | $592K | Buy |
22,400
+21,100
| +1,623% | +$558K | ﹤0.01% | 1027 |
|
|
2021
Q4 | $36K | Sell |
1,300
-2,100
| -62% | -$58.2K | ﹤0.01% | 1809 |
|
|
2021
Q3 | $296 | Buy |
3,400
+1,000
| +42% | +$87 | ﹤0.01% | 1280 |
|
|
2021
Q2 | $298 | Sell |
2,400
-9,550
| -80% | -$1.19K | ﹤0.01% | 1279 |
|
|
2021
Q1 | $1.34K | Sell |
11,950
-19,525
| -62% | -$2.2K | 0.01% | 849 |
|
|
2020
Q4 | $4.78M | Buy |
+31,475
| New | +$4.78M | 0.03% | 460 |
|