CAPTRUST Financial Advisors’s Insulet PODD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
4,290
+515
| +14% | +$162K | ﹤0.01% | 1181 |
|
|
2025
Q1 | $991K | Buy |
3,775
+1,590
| +73% | +$418K | ﹤0.01% | 1284 |
|
|
2024
Q4 | $570K | Buy |
2,185
+425
| +24% | +$111K | ﹤0.01% | 1534 |
|
|
2024
Q3 | $410K | Buy |
1,760
+86
| +5% | +$20K | ﹤0.01% | 1696 |
|
|
2024
Q2 | $338K | Buy |
1,674
+383
| +30% | +$77.3K | ﹤0.01% | 1740 |
|
|
2024
Q1 | $221K | Sell |
1,291
-1,462
| -53% | -$251K | ﹤0.01% | 1947 |
|
|
2023
Q4 | $597K | Buy |
2,753
+660
| +32% | +$143K | ﹤0.01% | 1624 |
|
|
2023
Q3 | $334K | Buy |
2,093
+235
| +13% | +$37.5K | ﹤0.01% | 1922 |
|
|
2023
Q2 | $536K | Sell |
1,858
-227
| -11% | -$65.5K | ﹤0.01% | 1586 |
|
|
2023
Q1 | $665K | Sell |
2,085
-311
| -13% | -$99.2K | ﹤0.01% | 1258 |
|
|
2022
Q4 | $705K | Buy |
2,396
+75
| +3% | +$22.1K | ﹤0.01% | 1156 |
|
|
2022
Q3 | $532K | Sell |
2,321
-359
| -13% | -$82.3K | ﹤0.01% | 1215 |
|
|
2022
Q2 | $584K | Sell |
2,680
-151
| -5% | -$32.9K | ﹤0.01% | 1078 |
|
|
2022
Q1 | $754K | Buy |
2,831
+938
| +50% | +$250K | ﹤0.01% | 962 |
|
|
2021
Q4 | $504K | Buy |
1,893
+580
| +44% | +$154K | ﹤0.01% | 1118 |
|
|
2021
Q3 | $373K | Sell |
1,313
-178
| -12% | -$50.6K | ﹤0.01% | 1172 |
|
|
2021
Q2 | $409K | Sell |
1,491
-667
| -31% | -$183K | ﹤0.01% | 1076 |
|
|
2021
Q1 | $563K | Buy |
2,158
+877
| +68% | +$229K | 0.01% | 918 |
|
|
2020
Q4 | $327K | Buy |
1,281
+175
| +16% | +$44.7K | ﹤0.01% | 992 |
|
|
2020
Q3 | $263K | Buy |
1,106
+116
| +12% | +$27.6K | ﹤0.01% | 931 |
|
|
2020
Q2 | $193K | Buy |
990
+262
| +36% | +$51.1K | ﹤0.01% | 1051 |
|
|
2020
Q1 | $116K | Sell |
728
-1,000
| -58% | -$159K | ﹤0.01% | 1061 |
|
|
2019
Q4 | $293K | Buy |
+1,728
| New | +$293K | ﹤0.01% | 853 |
|