United Capital Financial 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 | $116K | Buy |
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|
2025
Q1 | $87.8K | Sell |
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|
2024
Q4 | $124K | Sell |
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|
2024
Q3 | $69.1K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $94.7K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $236K | Sell |
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|
2021
Q1 | $3.43M | Buy |
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|
2020
Q4 | $2.91M | Buy |
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|
2020
Q3 | $233K | Buy |
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