Peloton Wealth Strategists Purchases and Sells in Q3 2024

Peloton Wealth Strategists

$246 Million
Q3 2024

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INTU	3.24K + 769.6%	$602.97 - $670.49 $1.95M - $2.17M	3.66K $2.27M
LULU	4.86K + 68.5%	$233.4 - $302.36 $1.13M - $1.47M	11.9K $3.24M
SNPS	1.98K + 221.18%	$463.97 - $621.3 $921K - $1.23M	2.88K $1.46M
CRM	1.7K + 7.33%	$238.42 - $276.53 $404K - $469K	24.8K $6.8M
IBDT	22.5K + 8.34%	$24.62 - $25.59 $553K - $575K	292K $7.45M
UNH	5 + 0.05%	$488.01 - $604.18 $2.44K - $3.02K	10.3K $6.02M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COF	5.2K New	$131.42 - $153.05 $683K - $795K	5.2K $777K
NBIX	3.52K New	$114.58 - $153.15 $403K - $538K	3.52K $404K
FTNT	3.08K New	$55.39 - $77.55 $170K - $238K	3.08K $238K
FIDELITY WISE ORIGIN BITCOIN FUND	5.65K New	N/A	5.65K $0

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMGN	-5.84K - 30.51%	$309.38 - $337.38 $1.81M - $1.97M	13.3K $4.29M
CMG	-4.78K - 7.02%	$49.83 - $62.75 $238K - $300K	63.3K $3.65M
MSFT	-547 - 3.13%	$395.15 - $467.56 $216K - $256K	17K $7.29M
SWKS	-3.69K - 23.07%	$96.22 - $120.68 $355K - $445K	12.3K $1.22M
HON	-1.37K - 9.52%	$196.73 - $220.21 $269K - $301K	13K $2.68M
OEF	-889 - 6.25%	$266.03 - $266.03 $237K - $237K	13.3K $3.55M

Activity Summary All Purchases 42 New Holdings 4 Increased Positions 38 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

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