Arkadios Wealth Advisors’s Insulet PODD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Buy |
1,639
+393
| +32% | +$123K | 0.02% | 814 |
|
|
2025
Q1 | $327K | Sell |
1,246
-810
| -39% | -$213K | 0.01% | 871 |
|
|
2024
Q4 | $537K | Buy |
2,056
+770
| +60% | +$201K | 0.03% | 522 |
|
|
2024
Q3 | $299K | Buy |
1,286
+288
| +29% | +$67K | 0.02% | 704 |
|
|
2024
Q2 | $201K | Buy |
+998
| New | +$201K | 0.01% | 770 |
|
|
2024
Q1 | – | Sell |
-1,240
| Closed | -$269K | – | 767 |
|
|
2023
Q4 | $269K | Sell |
1,240
-352
| -22% | -$76.4K | 0.02% | 558 |
|
|
2023
Q3 | $254K | Buy |
1,592
+583
| +58% | +$93K | 0.02% | 547 |
|
|
2023
Q2 | $291K | Sell |
1,009
-2
| -0.2% | -$577 | 0.03% | 454 |
|
|
2023
Q1 | $322K | Sell |
1,011
-31
| -3% | -$9.89K | 0.04% | 414 |
|
|
2022
Q4 | $307K | Buy |
1,042
+72
| +7% | +$21.2K | 0.04% | 398 |
|
|
2022
Q3 | $223K | Sell |
970
-213
| -18% | -$49K | 0.03% | 459 |
|
|
2022
Q2 | $258K | Buy |
1,183
+75
| +7% | +$16.4K | 0.04% | 433 |
|
|
2022
Q1 | $295K | Buy |
1,108
+298
| +37% | +$79.3K | 0.04% | 428 |
|
|
2021
Q4 | $216K | Buy |
810
+283
| +54% | +$75.5K | 0.03% | 523 |
|
|
2021
Q3 | $149K | Buy |
527
+269
| +104% | +$76.1K | 0.02% | 580 |
|
|
2021
Q2 | $70K | Buy |
258
+25
| +11% | +$6.78K | 0.01% | 824 |
|
|
2021
Q1 | $60K | Buy |
233
+208
| +832% | +$53.6K | 0.01% | 642 |
|
|
2020
Q4 | $6K | Hold |
25
| – | – | ﹤0.01% | 1087 |
|
|
2020
Q3 | $6.21K | Buy |
+25
| New | +$6.21K | ﹤0.01% | 818 |
|