Verdence Capital 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
$103K Buy
14,770
+3,647
+33% +$25.3K 0.01% 659
2025
Q1
$70.3K Hold
11,123
0.01% 639
2024
Q4
$96.8K Sell
11,123
-4
-0% -$35 0.01% 619
2024
Q3
$52.1K Buy
+11,127
New +$52.1K ﹤0.01% 636
2021
Q1
Sell
-4,815
Closed -$731K 444
2020
Q4
$731K Buy
+4,815
New +$731K 0.14% 156