Advisory Research’s Insulet PODD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-844
Closed -$220K 376
2021
Q1
$220K Sell
844
-41
-5% -$10.7K 0.02% 320
2020
Q4
$226K Sell
885
-258
-23% -$65.9K 0.02% 308
2020
Q3
$270K Sell
1,143
-885
-44% -$209K 0.03% 281
2020
Q2
$394K Sell
2,028
-677
-25% -$132K 0.04% 262
2020
Q1
$448K Sell
2,705
-1,478
-35% -$245K 0.03% 203
2019
Q4
$716K Sell
4,183
-907
-18% -$155K 0.03% 209
2019
Q3
$839K Sell
5,090
-1,472
-22% -$243K 0.04% 209
2019
Q2
$783K Sell
6,562
-56
-0.8% -$6.68K 0.02% 272
2019
Q1
$629K Buy
6,618
+2,342
+55% +$223K 0.01% 274
2018
Q4
$339K Buy
4,276
+733
+21% +$58.1K 0.01% 326
2018
Q3
$375K Sell
3,543
-34,360
-91% -$3.64M 0.01% 324
2018
Q2
$3.25M Sell
37,903
-26,302
-41% -$2.25M 0.05% 180
2018
Q1
$5.57M Buy
64,205
+6,336
+11% +$549K 0.1% 136
2017
Q4
$3.99M Sell
57,869
-10,363
-15% -$715K 0.07% 165
2017
Q3
$3.76M Buy
68,232
+2,632
+4% +$145K 0.06% 169
2017
Q2
$3.37M Buy
65,600
+33,539
+105% +$1.72M 0.05% 178
2017
Q1
$1.38M Buy
+32,061
New +$1.38M 0.02% 294