Rothschild Investment LLC’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 | $27.1K | Buy |
3,900
+215
| +6% | +$1.49K | ﹤0.01% | 952 |
|
|
2025
Q1 | $23.3K | Buy |
3,685
+180
| +5% | +$1.14K | ﹤0.01% | 960 |
|
|
2024
Q4 | $30.5K | Buy |
3,505
+50
| +1% | +$435 | ﹤0.01% | 900 |
|
|
2024
Q3 | $16.2K | Buy |
3,455
+385
| +13% | +$1.8K | ﹤0.01% | 1047 |
|
|
2024
Q2 | $10.4K | Buy |
+3,070
| New | +$10.4K | ﹤0.01% | 1098 |
|
|
2021
Q4 | – | Sell |
-58,030
| Closed | -$5.05M | – | 508 |
|
|
2021
Q3 | $5.05M | Hold |
58,030
| – | – | 0.42% | 69 |
|
|
2021
Q2 | $7.2M | Sell |
58,030
-570
| -1% | -$70.7K | 0.57% | 55 |
|
|
2021
Q1 | $6.59M | Sell |
58,600
-11,250
| -16% | -$1.26M | 0.57% | 53 |
|
|
2020
Q4 | $10.6M | Sell |
69,850
-7,200
| -9% | -$1.09M | 1.02% | 20 |
|
|
2020
Q3 | $7.65M | Buy |
77,050
+6,525
| +9% | +$648K | 0.83% | 29 |
|
|
2020
Q2 | $4.07M | Sell |
70,525
-12,425
| -15% | -$718K | 0.49% | 63 |
|
|
2020
Q1 | $2.2M | Buy |
82,950
+400
| +0.5% | +$10.6K | 0.29% | 92 |
|
|
2019
Q4 | $2.34M | Buy |
82,550
+750
| +0.9% | +$21.3K | 0.23% | 115 |
|
|
2019
Q3 | $2.05M | Buy |
+81,800
| New | +$2.05M | 0.24% | 112 |
|