Peloton Wealth Strategists Purchases and Sells in Q1 2024

Peloton Wealth Strategists

$242 Million
Q1 2024

Top Buys

Incresed Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPM	105 + 0.27%	$167.09 - $200.3 $17.5K - $21K	38.4K $7.69M
AMZN	420 + 1.11%	$144.57 - $180.38 $60.7K - $75.8K	38.4K $6.92M
VEEV	2.96K + 123.64%	$185.19 - $234.79 $547K - $694K	5.35K $1.24M
CMI	75 + 0.55%	$229.21 - $294.69 $17.2K - $22.1K	13.6K $4.02M
RTX	110 + 0.2%	$85.02 - $97.53 $9.35K - $10.7K	54K $5.27M
EMR	1.03K + 3.33%	$91.73 - $113.45 $94K - $116K	31.8K $3.6M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SNPS	766 New	$484.81 - $602.01 $371K - $461K	766 $437K
VMI	1.46K New	$206.34 - $238.37 $302K - $349K	1.46K $333K
TECH	3K New	$65.98 - $77.09 $198K - $231K	3K $211K
SSO	2.61K New	$62.79 - $77.58 $164K - $202K	2.61K $201K

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MDT	-5.4K - 31.29%	$82.84 - $88.09 $447K - $476K	11.9K $1.03M
AMGN	-550 - 2.75%	$268.87 - $324.56 $148K - $179K	19.4K $5.52M
SBUX	-50 - 0.15%	$90.12 - $97.3 $4.51K - $4.87K	34.2K $3.12M
ACN	-320 - 6.53%	$333.82 - $386.91 $107K - $124K	4.58K $1.59M
SCHH	-3.28K - 4.1%	$19.39 - $20.93 $63.6K - $68.7K	76.8K $1.56M
ALB	-100 - 1.48%	$108.73 - $146.89 $10.9K - $14.7K	6.67K $878K

Activity Summary All Purchases 47 New Holdings 4 Increased Positions 43 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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