Peloton Wealth Strategists Purchases and Sells in Q4 2024

Peloton Wealth Strategists

$242 Million
Q4 2024

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LULU	2.13K + 17.83%	$260.53 - $404.79 $555K - $862K	14.1K $5.38M
AMZN	1.4K + 3.46%	$180.88 - $232.93 $253K - $326K	41.9K $9.18M
CRM	78 + 0.31%	$270.87 - $367.87 $21.1K - $28.7K	24.9K $8.33M
NBIX	10.6K + 301.56%	$111.62 - $139.44 $1.18M - $1.48M	14.1K $1.93M
VRTX	3.86K + 177.43%	$396.64 - $516.74 $1.53M - $1.99M	6.03K $2.43M
COF	5.43K + 104.52%	$145.19 - $192.01 $788K - $1.04M	10.6K $1.89M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TGT	14.2K New	$121.59 - $160.69 $1.73M - $2.28M	14.2K $1.92M
FCX	30.1K New	$38.08 - $50.82 $1.15M - $1.53M	30.1K $1.15M
JCI	3.1K New	$74.23 - $86.6 $230K - $268K	3.1K $244K
IDXX	560 New	$406.92 - $495.42 $228K - $277K	560 $231K
HNRG	19K New	$8.9 - $13.49 $169K - $256K	19K $217K
RB GLOBAL INC COM	2.85K New	N/A	2.85K $0

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LYB	-10.8K - 27.11%	$72.97 - $96.75 $790K - $1.05M	29.1K $2.16M
AMGN	-2.03K - 15.22%	$258.78 - $328.31 $524K - $665K	11.3K $2.94M
TMO	-100 - 0.77%	$501.29 - $612.85 $50.1K - $61.3K	12.9K $6.71M
HD	-3.06K - 39.27%	$385.02 - $431.37 $1.18M - $1.32M	4.73K $1.84M
GRMN	-7K - 37.86%	$161.91 - $220.77 $1.13M - $1.55M	11.5K $2.37M
UNH	-115 - 1.12%	$485.52 - $625.25 $55.8K - $71.9K	10.2K $5.15M

Activity Summary All Purchases 53 New Holdings 7 Increased Positions 46 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peloton Wealth Strategists, based on Form 13F filings with the SEC.

News

Stay updated on Peloton Wealth Strategists with notifications on news.