SVB Wealth’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 | – | Sell |
-520
| Closed | -$3.29K | – | 1340 |
|
|
2025
Q1 | $3.29K | Buy |
+520
| New | +$3.29K | ﹤0.01% | 1117 |
|
|
2023
Q3 | – | Sell |
-55,228
| Closed | -$425K | – | 918 |
|
|
2023
Q2 | $425K | Sell |
55,228
-1,232
| -2% | -$9.47K | 0.01% | 532 |
|
|
2023
Q1 | $640K | Sell |
56,460
-166,696
| -75% | -$1.89M | 0.01% | 479 |
|
|
2022
Q4 | $1.77M | Sell |
223,156
-71
| -0% | -$564 | 0.02% | 288 |
|
|
2022
Q3 | $1.55M | Buy |
+223,227
| New | +$1.55M | 0.02% | 290 |
|