SDWMA
Schneider Downs Wealth Management Advisors’s Peloton Interactive PTON Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.4K | Hold |
10,000
| – | – | 0.01% | 145 |
|
|
2025
Q1 | $63.2K | Hold |
10,000
| – | – | 0.01% | 140 |
|
|
2024
Q4 | $87K | Sell |
10,000
-310
| -3% | -$2.7K | 0.02% | 137 |
|
|
2024
Q3 | $48.3K | Hold |
10,310
| – | – | 0.01% | 141 |
|
|
2024
Q2 | $34.8K | Buy |
+10,310
| New | +$34.8K | 0.01% | 129 |
|