Summit Trail Advisors’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.55M | Buy |
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|
2025
Q1 | $3.23M | Buy |
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|
2024
Q4 | $4.44M | Buy |
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|
2024
Q3 | $2.39M | Sell |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $2.18M | Sell |
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|
2023
Q4 | $3.1M | Sell |
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|
2023
Q3 | $2.94M | Sell |
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|
2023
Q2 | $4.75M | Sell |
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|
2023
Q1 | $7.02M | Buy |
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|
2022
Q4 | $4.91M | Sell |
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|
2022
Q3 | $4.29M | Sell |
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|
2022
Q2 | $5.69M | Buy |
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|
2022
Q1 | $5.16M | Buy |
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|
2021
Q4 | $3.92M | Buy |
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|
2021
Q3 | $9.49M | Buy |
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|
2021
Q2 | $13.5M | Buy |
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|
2021
Q1 | $12M | Sell |
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|
2020
Q4 | $20.7M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $6.22M | Buy |
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