Carson Wealth (CWM LLC)’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.46M | Buy |
|
|||||
|
2025
Q2 | $1.37M | Buy |
|
|||||
|
2025
Q1 | $1.06M | Buy |
|
|||||
|
2024
Q4 | $1.04M | Sell |
|
|||||
|
2024
Q3 | $927K | Buy |
|
|||||
|
2024
Q2 | $777K | Buy |
|
|||||
|
2024
Q1 | $448K | Buy |
|
|||||
|
2023
Q4 | $476K | Sell |
|
|||||
|
2023
Q3 | $365K | Buy |
|
|||||
|
2023
Q2 | $358K | Sell |
|
|||||
|
2023
Q1 | $427K | Sell |
|
|||||
|
2022
Q4 | $472K | Sell |
|
|||||
|
2022
Q3 | $521K | Sell |
|
|||||
|
2022
Q2 | $16M | Sell |
|
|||||
|
2022
Q1 | $21.7M | Buy |
|
|||||
|
2021
Q4 | $21.7M | Buy |
|
|||||
|
2021
Q2 | $16.2M | Hold |
|
|||||
|
2021
Q1 | $16.2M | Hold |
|
|||||
|
2020
Q4 | $16.2M | Hold |
|
|||||
|
2020
Q3 | $16.2M | Hold |
|
|||||
|
2020
Q2 | $16.2M | Hold |
|
|||||
|
2020
Q1 | $16.2M | Hold |
|
|||||
|
2019
Q4 | $16.2M | Hold |
|
|||||
|
2019
Q3 | $16.2M | Hold |
|
|||||
|
2019
Q2 | $16.2M | Hold |
|
|||||
|
2019
Q1 | $16.2M | Buy |
|