Sequoia Financial 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
Q1 | – | Sell |
-12,338
| Closed | -$107K | – | 1429 |
|
|
2024
Q4 | $107K | Buy |
+12,338
| New | +$107K | ﹤0.01% | 1272 |
|
|
2024
Q3 | – | Sell |
-20,100
| Closed | -$67.9K | – | 1326 |
|
|
2024
Q2 | $67.9K | Buy |
+20,100
| New | +$67.9K | ﹤0.01% | 1172 |
|
|
2023
Q3 | – | Sell |
-16,121
| Closed | -$124K | – | 992 |
|
|
2023
Q2 | $124K | Buy |
+16,121
| New | +$124K | ﹤0.01% | 902 |
|
|
2021
Q1 | – | Sell |
-2,464
| Closed | -$374K | – | 457 |
|
|
2020
Q4 | $374K | Buy |
+2,464
| New | +$374K | 0.02% | 288 |
|