Optimum 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 | $7 | Hold |
1
| – | – | ﹤0.01% | 613 |
|
|
2025
Q1 | $6 | Hold |
1
| – | – | ﹤0.01% | 637 |
|
|
2024
Q4 | $9 | Hold |
1
| – | – | ﹤0.01% | 616 |
|
|
2024
Q3 | $5 | Hold |
1
| – | – | ﹤0.01% | 636 |
|
|
2024
Q2 | $3 | Hold |
1
| – | – | ﹤0.01% | 636 |
|
|
2024
Q1 | $4 | Hold |
1
| – | – | ﹤0.01% | 639 |
|
|
2023
Q4 | $6 | Hold |
1
| – | – | ﹤0.01% | 637 |
|
|
2023
Q3 | $5 | Hold |
1
| – | – | ﹤0.01% | 714 |
|
|
2023
Q2 | $8 | Hold |
1
| – | – | ﹤0.01% | 704 |
|
|
2023
Q1 | $11 | Hold |
1
| – | – | ﹤0.01% | 730 |
|
|
2022
Q4 | $8 | Hold |
1
| – | – | ﹤0.01% | 756 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 851 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 858 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 885 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 854 |
|
|
2021
Q2 | – | Sell |
-300
| Closed | -$34K | – | 954 |
|
|
2021
Q1 | $34K | Buy |
+300
| New | +$34K | 0.01% | 578 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 921 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 899 |
|