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
2026 Q1	$64.9K	Sell	15,134 -1,609	-10%	-$7.84K	﹤0.01%	1617
2025 Q4	$103K	Sell	16,743 -591	-3%	-$4.16K	﹤0.01%	1353
2025 Q3	$156K	Buy	17,334 +628	+4%	+$4.67K	﹤0.01%	1179
2025 Q2	$116K	Buy	16,706 +2,810	+20%	+$18.3K	﹤0.01%	1078
2025 Q1	$87.8K	Sell	13,896 -305	-2%	-$2.4K	﹤0.01%	1048
2024 Q4	$124K	Sell	14,201 -554	-4%	-$4.32K	﹤0.01%	1041
2024 Q3	$69.1K	Buy	+14,755	New	+$58K	﹤0.01%	1037
2024 Q1	–	Sell	-15,557	Closed	-$94.7K	–	1114
2023 Q4	$94.7K	Buy	+15,557	New	+$83.8K	﹤0.01%	1037
2022 Q2	–	Sell	-11,446	Closed	-$302K	–	1180
2022 Q1	$302K	Buy	+11,446	New	+$328K	﹤0.01%	986
2021 Q3	–	Sell	-1,901	Closed	-$236K	–	1237
2021 Q2	$236K	Sell	1,901 -28,623	-94%	-$3.05M	﹤0.01%	1100
2021 Q1	$3.43M	Buy	30,524 +11,324	+59%	+$1.5M	0.02%	412
2020 Q4	$2.91M	Buy	19,200 +16,851	+717%	+$2.05M	0.02%	435
2020 Q3	$233K	Buy	+2,349	New	+$173K	﹤0.01%	1033