Ballentine Partners’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Buy |
2,022
+246
| +14% | +$77.3K | 0.01% | 414 |
|
|
2025
Q1 | $467K | Buy |
1,776
+204
| +13% | +$53.6K | 0.01% | 466 |
|
|
2024
Q4 | $411K | Buy |
1,572
+13
| +0.8% | +$3.4K | 0.01% | 486 |
|
|
2024
Q3 | $363K | Buy |
1,559
+27
| +2% | +$6.29K | 0.01% | 523 |
|
|
2024
Q2 | $309K | Buy |
1,532
+45
| +3% | +$9.08K | 0.01% | 550 |
|
|
2024
Q1 | $255K | Sell |
1,487
-200
| -12% | -$34.3K | ﹤0.01% | 596 |
|
|
2023
Q4 | $366K | Buy |
+1,687
| New | +$366K | 0.01% | 446 |
|
|
2023
Q2 | – | Sell |
-860
| Closed | -$274K | – | 630 |
|
|
2023
Q1 | $274K | Buy |
+860
| New | +$274K | 0.01% | 440 |
|