Boston Financial Management’s Insulet PODD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$955K Hold
3,657
0.03% 196
2024
Q3
$851K Hold
3,657
0.03% 206
2024
Q2
$738K Buy
3,657
+3
+0.1% +$605 0.02% 215
2024
Q1
$626K Hold
3,654
0.02% 230
2023
Q4
$793K Hold
3,654
0.03% 207
2023
Q3
$583K Sell
3,654
-10
-0.3% -$1.6K 0.02% 216
2023
Q2
$1.06M Buy
3,664
+2
+0.1% +$577 0.04% 181
2023
Q1
$1.17M Sell
3,662
-4
-0.1% -$1.28K 0.05% 165
2022
Q4
$1.08M Hold
3,666
0.04% 171
2022
Q3
$841K Sell
3,666
-496
-12% -$114K 0.04% 178
2022
Q2
$907K Buy
4,162
+8
+0.2% +$1.74K 0.04% 164
2022
Q1
$1.11M Buy
4,154
+3,114
+299% +$830K 0.04% 155
2021
Q4
$277K Buy
1,040
+1
+0.1% +$266 0.01% 236
2021
Q3
$295K Hold
1,039
0.01% 223
2021
Q2
$285K Hold
1,039
0.01% 218
2021
Q1
$271K Sell
1,039
-2,000
-66% -$522K 0.01% 211
2020
Q4
$777K Hold
3,039
0.04% 138
2020
Q3
$719K Buy
+3,039
New +$719K 0.04% 140