Perigon Wealth Management’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 | $160K | Sell |
23,111
-750
| -3% | -$5.21K | ﹤0.01% | 1020 |
|
|
2025
Q1 | $151K | Sell |
23,861
-247
| -1% | -$1.56K | ﹤0.01% | 989 |
|
|
2024
Q4 | $205K | Buy |
24,108
+1,159
| +5% | +$9.84K | 0.01% | 971 |
|
|
2024
Q3 | $107K | Buy |
22,949
+813
| +4% | +$3.81K | ﹤0.01% | 963 |
|
|
2024
Q2 | $74.8K | Sell |
22,136
-331
| -1% | -$1.12K | ﹤0.01% | 847 |
|
|
2024
Q1 | $96.3K | Sell |
22,467
-6,156
| -22% | -$26.4K | ﹤0.01% | 830 |
|
|
2023
Q4 | $174K | Buy |
28,623
+7,260
| +34% | +$44.2K | 0.01% | 794 |
|
|
2023
Q3 | $108K | Sell |
21,363
-42,282
| -66% | -$214K | ﹤0.01% | 756 |
|
|
2023
Q2 | $489K | Buy |
63,645
+21,873
| +52% | +$168K | 0.02% | 458 |
|
|
2023
Q1 | $474K | Sell |
41,772
-1,714
| -4% | -$19.4K | 0.03% | 406 |
|
|
2022
Q4 | $345K | Buy |
43,486
+26,024
| +149% | +$207K | 0.02% | 489 |
|
|
2022
Q3 | $121K | Sell |
17,462
-79
| -0.5% | -$547 | 0.01% | 551 |
|
|
2022
Q2 | $161K | Sell |
17,541
-432
| -2% | -$3.97K | 0.01% | 543 |
|
|
2022
Q1 | $475K | Buy |
17,973
+729
| +4% | +$19.3K | 0.03% | 370 |
|
|
2021
Q4 | $617K | Sell |
17,244
-911
| -5% | -$32.6K | 0.04% | 295 |
|
|
2021
Q3 | $1.58M | Sell |
18,155
-37
| -0.2% | -$3.22K | 0.14% | 138 |
|
|
2021
Q2 | $2.26M | Sell |
18,192
-1,320
| -7% | -$164K | 0.2% | 96 |
|
|
2021
Q1 | $2.19M | Buy |
19,512
+18,652
| +2,169% | +$2.1M | 0.22% | 93 |
|
|
2020
Q4 | $130K | Buy |
+860
| New | +$130K | 0.02% | 484 |
|