Peloton Wealth Strategists Closed Holding Positions

Peloton Wealth Strategists

  • $246 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ISRG
Intuitive Surgical Inc

Healthcare
Q2 2022 Filed on Aug 12, 2022
9,116
$190.71 - $305.54 $1.74M - $2.79M
PANW
Palo Alto Networks Inc

Technology
Q1 2022 Filed on May 09, 2022
10,138
$475.47 - $625.25 $4.82M - $6.34M
ILMN
Illumina, Inc.

Healthcare
Q1 2022 Filed on May 09, 2022
5,465
$303.87 - $423.8 $1.66M - $2.32M
CME
Cme Group Inc.

Financial Services
Q1 2022 Filed on May 09, 2022
1,900
$220.13 - $250.76 $418K - $476K
ECL
Ecolab Inc.

Basic Materials
Q1 2022 Filed on May 09, 2022
5,400
$156.73 - $233.51 $846K - $1.26M
T
At&T Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
45,800
$17.29 - $20.63 $792K - $945K
META
Meta Platforms, Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
1,665
$186.63 - $338.54 $311K - $564K
GOOG
Alphabet Inc.

Communication Services
Q1 2022 Filed on May 09, 2022
75
$126.46 - $148.04 $9.48K - $11.1K
UL
Unilever PLC

Consumer Defensive
Q1 2022 Filed on May 09, 2022
15,000
$43.71 - $54.29 $656K - $814K
Ishares Ibonds Dec 2021 Term Muni Bond ETF
Q4 2021 Filed on Feb 10, 2022
8,000
N/A
VO
Vanguard Mid Cap ETF

ETFs
Q4 2021 Filed on Feb 10, 2022
922
$236.98 - $261.2 $218K - $241K
Ishares Ibonds 2021 Term High Yield And Income ETF
Q4 2021 Filed on Feb 10, 2022
22,000
N/A
Ishares Ibonds Dec 2021 Term Corporate ETF
Q4 2021 Filed on Feb 10, 2022
123,700
N/A
PGEN
Precigen, Inc.

Healthcare
Q3 2021 Filed on Nov 15, 2021
12,700
$4.99 - $6.55 $63.4K - $83.2K
BA
Boeing CO

Industrials
Q3 2021 Filed on Nov 15, 2021
10,629
$206.99 - $239.73 $2.2M - $2.55M
VTR
Ventas, Inc.

Real Estate
Q3 2021 Filed on Nov 15, 2021
22,600
$54.23 - $60.4 $1.23M - $1.37M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q2 2021 Filed on Aug 16, 2021
5,400
$78.05 - $96.98 $421K - $524K
PHM
Pultegroup Inc

Consumer Cyclical
Q1 2021 Filed on Jun 23, 2021
13,200
$40.85 - $52.75 $539K - $696K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q1 2021 Filed on Jun 23, 2021
5,320
$43.89 - $52.63 $233K - $280K
IDXX
Idexx Laboratories Inc

Healthcare
Q1 2021 Filed on Jun 23, 2021
8,375
$465.18 - $551.79 $3.9M - $4.62M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
Q1 2021 Filed on Jun 23, 2021
3,193
$67.07 - $76.85 $214K - $245K
BAC
Bank Of America Corp

Financial Services
Q1 2021 Filed on Jun 23, 2021
38,100
$29.65 - $38.99 $1.13M - $1.49M
CNI
Canadian National Railway CO

Industrials
Q1 2021 Filed on Jun 23, 2021
4,900
$101.17 - $118.12 $496K - $579K
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q4 2020 Filed on Feb 17, 2021
14,824
$103.81 - $108.94 $1.54M - $1.61M
IWN
Ishares Russell2000 Val ETF

ETFs
Q4 2020 Filed on Feb 17, 2021
17,256
$100.9 - $132.3 $1.74M - $2.28M
Ishares Ibonds Dec 2020 Term Corporate ETF
Q4 2020 Filed on Feb 17, 2021
54,400
N/A
Texas Pac Ld Tr Sub Ctf Prop I T
Q4 2020 Filed on Feb 17, 2021
580
N/A
HII
Huntington Ingalls Industries, Inc.

Industrials
Q3 2020 Filed on Nov 17, 2020
3,325
$137.83 - $180.95 $458K - $602K
Ishares Ibonds Sep 2020 Term Muni Bond ETF
Q3 2020 Filed on Nov 17, 2020
11,000
N/A
Raytheon Co.
Q2 2020 Filed on Aug 13, 2020
10,475
N/A
Allergan Inc.
Q2 2020 Filed on Aug 13, 2020
9,350
N/A
Medtronic Inc
Q2 2020 Filed on Aug 13, 2020
34,600
N/A
Cantel Medical Corp
Q2 2020 Filed on Aug 13, 2020
17,800
N/A
Spdr Barclays High Yield
Q2 2020 Filed on Aug 13, 2020
17,293
N/A
SNRG
Sus Global Energy Corp.

Industrials
Q2 2020 Filed on Aug 13, 2020
242,000
$0.01 - $0.02 $2.42K - $4.84K
ABMD
Abiomed Inc

Healthcare
Q1 2020 Filed on May 15, 2020
7,485
$130.51 - $196.01 $977K - $1.47M
First Defiance Financial
Q1 2020 Filed on May 15, 2020
6,574
N/A
TPR
Tapestry, Inc.

Consumer Cyclical
Q1 2020 Filed on May 15, 2020
21,500
$10.58 - $29.47 $227K - $634K
FLO
Flowers Foods Inc

Consumer Defensive
Q1 2020 Filed on May 15, 2020
49,500
$17.74 - $24.28 $878K - $1.2M
RSG
Republic Services, Inc.

Industrials
Q1 2020 Filed on May 15, 2020
23,802
$66.26 - $100.43 $1.58M - $2.39M
HSIC
Henry Schein Inc

Healthcare
Q1 2020 Filed on May 15, 2020
17,100
$43.18 - $73.71 $738K - $1.26M
Intrexon
Q1 2020 Filed on May 15, 2020
34,000
N/A
I Shares I Bonds 2019 Corp
Q4 2019 Filed on Feb 14, 2020
27,400
N/A
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q4 2019 Filed on Feb 14, 2020
3,025
$88.65 - $118.44 $268K - $358K
Ishares Tr
Q3 2019 Filed on Nov 13, 2019
8,500
N/A
XLF
Financial Sector Spdr

ETFs
Q3 2019 Filed on Nov 13, 2019
13,105
$27.86 - $28.52 $365K - $374K
UNP
Union Pacific Corp

Industrials
Q3 2019 Filed on Nov 13, 2019
2,000
$157.47 - $179.95 $315K - $360K
CALM
Cal Maine Foods Inc

Consumer Defensive
Q2 2019 Filed on Aug 12, 2019
23,250
$37.02 - $43.61 $861K - $1.01M
GLNG
Golar Lng LTD

Energy
Q2 2019 Filed on Aug 12, 2019
39,700
$16.51 - $21.48 $655K - $853K
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