Congress Wealth Management’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.08M | Buy |
19,336
+923
| +5% | +$290K | 0.06% | 349 |
|
|
2025
Q1 | $4.84M | Buy |
18,413
+4,336
| +31% | +$1.14M | 0.06% | 335 |
|
|
2024
Q4 | $3.68M | Buy |
14,077
+984
| +8% | +$257K | 0.05% | 326 |
|
|
2024
Q3 | $3.05M | Buy |
13,093
+268
| +2% | +$62.4K | 0.04% | 366 |
|
|
2024
Q2 | $2.59M | Buy |
12,825
+1,279
| +11% | +$258K | 0.04% | 323 |
|
|
2024
Q1 | $1.98M | Buy |
11,546
+1,215
| +12% | +$208K | 0.03% | 317 |
|
|
2023
Q4 | $2.24M | Buy |
10,331
+2,655
| +35% | +$576K | 0.04% | 302 |
|
|
2023
Q3 | $1.22M | Buy |
7,676
+448
| +6% | +$71.5K | 0.03% | 353 |
|
|
2023
Q2 | $2.08M | Buy |
7,228
+361
| +5% | +$104K | 0.05% | 255 |
|
|
2023
Q1 | $2.19M | Buy |
6,867
+471
| +7% | +$150K | 0.05% | 256 |
|
|
2022
Q4 | $1.88M | Buy |
6,396
+624
| +11% | +$184K | 0.05% | 268 |
|
|
2022
Q3 | $1.32M | Buy |
5,772
+889
| +18% | +$204K | 0.04% | 304 |
|
|
2022
Q2 | $1.06M | Buy |
4,883
+463
| +10% | +$101K | 0.03% | 325 |
|
|
2022
Q1 | $1.18M | Buy |
4,420
+750
| +20% | +$200K | 0.03% | 333 |
|
|
2021
Q4 | $976K | Buy |
+3,670
| New | +$976K | 0.02% | 370 |
|