Valeo 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
Q4 | – | Sell |
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|
2025
Q3 | $45.1K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $108K | Buy |
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|
2022
Q2 | $128K | Buy |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $345K | Buy |
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|
2021
Q3 | $470K | Sell |
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|
2021
Q2 | $699K | Buy |
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|
2021
Q1 | $530K | Buy |
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|
2020
Q4 | $579K | Sell |
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|
2020
Q3 | $582K | Buy |
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|
2020
Q2 | $298K | Buy |
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|
2020
Q1 | $118K | Buy |
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|
2019
Q4 | $103K | Buy |
|