BIAS
Beacon Investment Advisory Services’s Insulet PODD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.8M | Sell |
88,630
-33,261
| -27% | -$10.4M | 1.23% | 25 |
|
|
2025
Q1 | $32M | Sell |
121,891
-28,889
| -19% | -$7.59M | 1.5% | 18 |
|
|
2024
Q4 | $39.4M | Sell |
150,780
-11,804
| -7% | -$3.08M | 1.71% | 14 |
|
|
2024
Q3 | $37.8M | Sell |
162,584
-3,972
| -2% | -$924K | 1.57% | 19 |
|
|
2024
Q2 | $33.6M | Sell |
166,556
-8,448
| -5% | -$1.7M | 1.44% | 21 |
|
|
2024
Q1 | $30M | Sell |
175,004
-2,239
| -1% | -$384K | 1.29% | 25 |
|
|
2023
Q4 | $38.5M | Sell |
177,243
-5,302
| -3% | -$1.15M | 1.75% | 16 |
|
|
2023
Q3 | $29.1M | Buy |
182,545
+1,817
| +1% | +$290K | 1.43% | 20 |
|
|
2023
Q2 | $52.1M | Buy |
180,728
+3,104
| +2% | +$895K | 2.4% | 9 |
|
|
2023
Q1 | $56.7M | Sell |
177,624
-7,952
| -4% | -$2.54M | 2.75% | 7 |
|
|
2022
Q4 | $54.6M | Sell |
185,576
-7,989
| -4% | -$2.35M | 2.8% | 6 |
|
|
2022
Q3 | $44.4M | Sell |
193,565
-4,561
| -2% | -$1.05M | 2.44% | 8 |
|
|
2022
Q2 | $43.2M | Sell |
198,126
-2,545
| -1% | -$555K | 2.25% | 8 |
|
|
2022
Q1 | $53.5M | Sell |
200,671
-4,990
| -2% | -$1.33M | 2.28% | 9 |
|
|
2021
Q4 | $54.7M | Sell |
205,661
-2,356
| -1% | -$627K | 2.13% | 10 |
|
|
2021
Q3 | $59.1M | Sell |
208,017
-13,131
| -6% | -$3.73M | 2.45% | 9 |
|
|
2021
Q2 | $60.7M | Sell |
221,148
-1,949
| -0.9% | -$535K | 2.46% | 8 |
|
|
2021
Q1 | $58.2M | Sell |
223,097
-5,433
| -2% | -$1.42M | 2.54% | 6 |
|
|
2020
Q4 | $58.4M | Sell |
228,530
-6,151
| -3% | -$1.57M | 2.7% | 6 |
|
|
2020
Q3 | $55.5M | Sell |
234,681
-760
| -0.3% | -$180K | 2.88% | 5 |
|
|
2020
Q2 | $45.7M | Sell |
235,441
-4,463
| -2% | -$867K | 2.61% | 7 |
|
|
2020
Q1 | $39.7M | Sell |
239,904
-27,365
| -10% | -$4.53M | 2.8% | 5 |
|
|
2019
Q4 | $45.8M | Buy |
267,269
+256,869
| +2,470% | +$44M | 2.44% | 6 |
|
|
2019
Q3 | $1.72M | Buy |
10,400
+8,100
| +352% | +$1.34M | 0.17% | 97 |
|
|
2019
Q2 | $275K | Buy |
+2,300
| New | +$275K | 0.03% | 196 |
|