United Capital 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
Q2 | $116K | Buy |
16,706
+2,810
| +20% | +$19.5K | ﹤0.01% | 1069 |
|
|
2025
Q1 | $87.8K | Sell |
13,896
-305
| -2% | -$1.93K | ﹤0.01% | 1039 |
|
|
2024
Q4 | $124K | Sell |
14,201
-554
| -4% | -$4.82K | ﹤0.01% | 1033 |
|
|
2024
Q3 | $69.1K | Buy |
+14,755
| New | +$69.1K | ﹤0.01% | 1037 |
|
|
2024
Q1 | – | Sell |
-15,557
| Closed | -$94.7K | – | 1106 |
|
|
2023
Q4 | $94.7K | Buy |
+15,557
| New | +$94.7K | ﹤0.01% | 1033 |
|
|
2022
Q2 | – | Sell |
-11,446
| Closed | -$302K | – | 1177 |
|
|
2022
Q1 | $302K | Buy |
+11,446
| New | +$302K | ﹤0.01% | 981 |
|
|
2021
Q3 | – | Sell |
-1,901
| Closed | -$236K | – | 1230 |
|
|
2021
Q2 | $236K | Sell |
1,901
-28,623
| -94% | -$3.55M | ﹤0.01% | 1093 |
|
|
2021
Q1 | $3.43M | Buy |
30,524
+11,324
| +59% | +$1.27M | 0.02% | 412 |
|
|
2020
Q4 | $2.91M | Buy |
19,200
+16,851
| +717% | +$2.56M | 0.02% | 434 |
|
|
2020
Q3 | $233K | Buy |
+2,349
| New | +$233K | ﹤0.01% | 1029 |
|