Venturi 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 |
-1,199
| Closed | -$10.4K | – | 1513 |
|
|
2024
Q4 | $10.4K | Hold |
1,199
| – | – | ﹤0.01% | 1422 |
|
|
2024
Q3 | $5.61K | Buy |
+1,199
| New | +$5.61K | ﹤0.01% | 1357 |
|
|
2024
Q2 | – | Sell |
-470
| Closed | -$2.01K | – | 1531 |
|
|
2024
Q1 | $2.01K | Sell |
470
-667
| -59% | -$2.86K | ﹤0.01% | 1252 |
|
|
2023
Q4 | $6.93K | Buy |
1,137
+99
| +10% | +$603 | ﹤0.01% | 956 |
|
|
2023
Q3 | $5.24K | Buy |
1,038
+1,030
| +12,875% | +$5.2K | ﹤0.01% | 965 |
|
|
2023
Q2 | $62 | Sell |
8
-300
| -97% | -$2.33K | ﹤0.01% | 1152 |
|
|
2023
Q1 | $3.49K | Buy |
+308
| New | +$3.49K | ﹤0.01% | 899 |
|