Tyler-Stone Wealth Management’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 |
-16,100
| Closed | -$140K | – | 331 |
|
2024
Q4 | $140K | Buy |
+16,100
| New | +$140K | 0.02% | 317 |
|
2024
Q3 | – | Sell |
-50
| Closed | -$169 | – | 745 |
|
2024
Q2 | $169 | Hold |
50
| – | – | ﹤0.01% | 899 |
|
2024
Q1 | $214 | Hold |
50
| – | – | ﹤0.01% | 882 |
|
2023
Q4 | $305 | Hold |
50
| – | – | ﹤0.01% | 865 |
|
2023
Q3 | $0 | Sell |
50
-145
| -74% | – | ﹤0.01% | 898 |
|
2023
Q2 | $2K | Buy |
+195
| New | +$2K | ﹤0.01% | 794 |
|
2022
Q4 | $2K | Hold |
205
| – | – | ﹤0.01% | 747 |
|
2022
Q3 | $1K | Hold |
205
| – | – | ﹤0.01% | 801 |
|
2022
Q2 | $2K | Hold |
205
| – | – | ﹤0.01% | 762 |
|
2022
Q1 | $5K | Hold |
205
| – | – | ﹤0.01% | 668 |
|
2021
Q4 | $7K | Buy |
+205
| New | +$7K | ﹤0.01% | 652 |
|