Avior Wealth Management’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,053
| Closed | -$539K | – | 759 |
|
|
2025
Q1 | $539K | Sell |
2,053
-356
| -15% | -$93.5K | 0.02% | 385 |
|
|
2024
Q4 | $629K | Sell |
2,409
-462
| -16% | -$121K | 0.02% | 389 |
|
|
2024
Q3 | $668K | Buy |
2,871
+519
| +22% | +$121K | 0.03% | 384 |
|
|
2024
Q2 | $475K | Buy |
2,352
+1,248
| +113% | +$252K | 0.02% | 446 |
|
|
2024
Q1 | $189K | Sell |
1,104
-1,541
| -58% | -$264K | 0.01% | 724 |
|
|
2023
Q4 | $574K | Buy |
2,645
+91
| +4% | +$19.7K | 0.03% | 313 |
|
|
2023
Q3 | $407K | Buy |
2,554
+1,223
| +92% | +$195K | 0.03% | 374 |
|
|
2023
Q2 | $384K | Sell |
1,331
-78
| -6% | -$22.5K | 0.03% | 406 |
|
|
2023
Q1 | $449K | Buy |
1,409
+276
| +24% | +$88K | 0.03% | 377 |
|
|
2022
Q4 | $334K | Hold |
1,133
| – | – | 0.03% | 387 |
|
|
2022
Q3 | $259K | Buy |
1,133
+7
| +0.6% | +$1.6K | 0.02% | 413 |
|
|
2022
Q2 | $245K | Sell |
1,126
-587
| -34% | -$128K | 0.02% | 390 |
|
|
2022
Q1 | $456K | Sell |
1,713
-243
| -12% | -$64.7K | 0.04% | 311 |
|
|
2021
Q4 | $520K | Sell |
1,956
-333
| -15% | -$88.5K | 0.04% | 324 |
|
|
2021
Q3 | $650K | Hold |
2,289
| – | – | 0.05% | 260 |
|
|
2021
Q2 | $628K | Sell |
2,289
-1,844
| -45% | -$506K | 0.06% | 252 |
|
|
2021
Q1 | $1.08M | Buy |
4,133
+286
| +7% | +$74.6K | 0.12% | 166 |
|
|
2020
Q4 | $983K | Sell |
3,847
-3
| -0.1% | -$767 | 0.12% | 158 |
|
|
2020
Q3 | $910K | Buy |
3,850
+230
| +6% | +$54.4K | 0.13% | 148 |
|
|
2020
Q2 | $702K | Buy |
3,620
+3,370
| +1,348% | +$654K | 0.11% | 174 |
|
|
2020
Q1 | $41K | Hold |
250
| – | – | 0.01% | 465 |
|
|
2019
Q4 | $42K | Hold |
250
| – | – | 0.01% | 475 |
|
|
2019
Q3 | $41K | Hold |
250
| – | – | 0.01% | 468 |
|
|
2019
Q2 | $30K | Hold |
250
| – | – | 0.01% | 491 |
|
|
2019
Q1 | $23K | Hold |
250
| – | – | ﹤0.01% | 477 |
|
|
2018
Q4 | $19K | Hold |
250
| – | – | ﹤0.01% | 530 |
|
|
2018
Q3 | $26K | Hold |
250
| – | – | 0.01% | 527 |
|
|
2018
Q2 | $21K | Hold |
250
| – | – | ﹤0.01% | 537 |
|
|
2018
Q1 | $22K | Hold |
250
| – | – | 0.01% | 538 |
|
|
2017
Q4 | $17K | Hold |
250
| – | – | ﹤0.01% | 560 |
|
|
2017
Q3 | $14K | Sell |
250
-75
| -23% | -$4.2K | ﹤0.01% | 304 |
|
|
2017
Q2 | $17K | Hold |
325
| – | – | 0.01% | 270 |
|
|
2017
Q1 | $14K | Sell |
325
-325
| -50% | -$14K | ﹤0.01% | 326 |
|
|
2016
Q4 | $26K | Hold |
650
| – | – | 0.01% | 266 |
|
|
2016
Q3 | $27K | Buy |
+650
| New | +$27K | 0.01% | 272 |
|