Peloton Wealth Strategists’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $3.6M | Sell |
|
|||||
|
2024
Q1 | $4.4M | Sell |
|
|||||
|
2023
Q4 | $4.38M | Sell |
|
|||||
|
2023
Q3 | $4.28M | Sell |
|
|||||
|
2023
Q2 | $5.41M | Sell |
|
|||||
|
2023
Q1 | $5.15M | Buy |
|
|||||
|
2022
Q4 | $5.98M | Sell |
|
|||||
|
2022
Q3 | $4.7M | Sell |
|
|||||
|
2022
Q2 | $4.99M | Sell |
|
|||||
|
2022
Q1 | $6.04M | Sell |
|
|||||
|
2021
Q4 | $5.54M | Sell |
|
|||||
|
2021
Q3 | $5.23M | Buy |
|
|||||
|
2021
Q2 | $5.47M | Buy |
|
|||||
|
2021
Q1 | $4.84M | Sell |
|
|||||
|
2020
Q4 | $3.83M | Buy |
|
|||||
|
2020
Q3 | $3.57M | Buy |
|
|||||
|
2020
Q2 | $4.19M | Buy |
|
|||||
|
2020
Q1 | $2.77M | Buy |
|
|||||
|
2019
Q4 | $3.17M | Buy |
|
|||||
|
2019
Q3 | $3.12M | Buy |
|
|||||
|
2019
Q2 | $2.74M | Buy |
|
|||||
|
2019
Q1 | $2.68M | Buy |
|
|||||
|
2018
Q4 | $2.13M | Buy |
|
|||||
|
2018
Q3 | $2.46M | Buy |
|
|||||
|
2018
Q2 | $2.42M | Buy |
|
|||||
|
2018
Q1 | $1.71M | Sell |
|
|||||
|
2017
Q4 | $1.81M | Hold |
|
|||||
|
2017
Q3 | $1.65M | Buy |
|
|||||
|
2017
Q2 | $1.55M | Buy |
|
|||||
|
2017
Q1 | $1.27M | Hold |
|
|||||
|
2016
Q4 | $1.08M | Sell |
|
|||||
|
2016
Q3 | $1.28M | Buy |
|
|||||
|
2016
Q1 | $948K | Buy |
|
|||||
|
2015
Q4 | $524K | Buy |
|
|||||
|
2015
Q3 | $147K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $825K | Buy |
|