Carson Wealth (CWM LLC)’s Insulet PODD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
4,370
+336
| +8% | +$106K | ﹤0.01% | 1107 |
|
|
2025
Q1 | $1.06M | Buy |
4,034
+64
| +2% | +$16.8K | ﹤0.01% | 1090 |
|
|
2024
Q4 | $1.04M | Sell |
3,970
-14
| -0.4% | -$3.66K | ﹤0.01% | 1063 |
|
|
2024
Q3 | $927K | Buy |
3,984
+132
| +3% | +$30.7K | ﹤0.01% | 1080 |
|
|
2024
Q2 | $777K | Buy |
3,852
+1,236
| +47% | +$249K | ﹤0.01% | 1028 |
|
|
2024
Q1 | $448K | Buy |
2,616
+424
| +19% | +$72.6K | ﹤0.01% | 1175 |
|
|
2023
Q4 | $476K | Sell |
2,192
-95
| -4% | -$20.6K | ﹤0.01% | 1078 |
|
|
2023
Q3 | $365K | Buy |
2,287
+1,044
| +84% | +$167K | ﹤0.01% | 1088 |
|
|
2023
Q2 | $358K | Sell |
1,243
-97
| -7% | -$27.9K | ﹤0.01% | 1055 |
|
|
2023
Q1 | $427K | Sell |
1,340
-263
| -16% | -$83.8K | ﹤0.01% | 934 |
|
|
2022
Q4 | $472K | Sell |
1,603
-666
| -29% | -$196K | ﹤0.01% | 830 |
|
|
2022
Q3 | $521K | Sell |
2,269
-70,990
| -97% | -$16.3M | ﹤0.01% | 734 |
|
|
2022
Q2 | $16M | Sell |
73,259
-8,201
| -10% | -$1.79M | 0.12% | 154 |
|
|
2022
Q1 | $21.7M | Buy |
81,460
+76
| +0.1% | +$20.2K | 0.15% | 133 |
|
|
2021
Q4 | $21.7M | Buy |
+81,384
| New | +$21.7M | 0.15% | 136 |
|
|
2021
Q2 | $16.2M | Hold |
59,186
| – | – | 0.13% | 156 |
|
|
2021
Q1 | $16.2M | Hold |
59,186
| – | – | 0.13% | 156 |
|
|
2020
Q4 | $16.2M | Hold |
59,186
| – | – | 0.13% | 156 |
|
|
2020
Q3 | $16.2M | Hold |
59,186
| – | – | 0.13% | 156 |
|
|
2020
Q2 | $16.2M | Hold |
59,186
| – | – | 0.13% | 156 |
|
|
2020
Q1 | $16.2M | Hold |
59,186
| – | – | 0.13% | 156 |
|
|
2019
Q4 | $16.2M | Hold |
59,186
| – | – | 0.13% | 156 |
|
|
2019
Q3 | $16.2M | Hold |
59,186
| – | – | 0.13% | 156 |
|
|
2019
Q2 | $16.2M | Hold |
59,186
| – | – | 0.13% | 156 |
|
|
2019
Q1 | $16.2M | Buy |
+59,186
| New | +$16.2M | 0.13% | 156 |
|