Chicago Trust’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Hold |
1,125
| – | – | 0.05% | 297 |
|
|
2025
Q1 | $295K | Hold |
1,125
| – | – | 0.05% | 281 |
|
|
2024
Q4 | $294K | Buy |
+1,125
| New | +$294K | 0.05% | 272 |
|
|
2024
Q3 | – | Sell |
-1,365
| Closed | -$275K | – | 386 |
|
|
2024
Q2 | $275K | Buy |
+1,365
| New | +$275K | 0.06% | 258 |
|
|
2024
Q1 | – | Sell |
-1,010
| Closed | -$219K | – | 298 |
|
|
2023
Q4 | $219K | Buy |
+1,010
| New | +$219K | 0.05% | 262 |
|
|
2023
Q3 | – | Sell |
-850
| Closed | -$245K | – | 301 |
|
|
2023
Q2 | $245K | Hold |
850
| – | – | 0.06% | 261 |
|
|
2023
Q1 | $271K | Hold |
850
| – | – | 0.07% | 241 |
|
|
2022
Q4 | $250K | Buy |
+850
| New | +$250K | 0.06% | 257 |
|
|
2022
Q2 | – | Sell |
-1,400
| Closed | -$373K | – | 323 |
|
|
2022
Q1 | $373K | Hold |
1,400
| – | – | 0.08% | 224 |
|
|
2021
Q4 | $372K | Buy |
1,400
+650
| +87% | +$173K | 0.07% | 242 |
|
|
2021
Q3 | $213K | Buy |
+750
| New | +$213K | 0.05% | 311 |
|