Diversified 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 | $1.05M | Sell |
3,340
-282
| -8% | -$88.6K | 0.02% | 364 |
|
2025
Q1 | $951K | Buy |
3,622
+2,138
| +144% | +$561K | 0.02% | 374 |
|
2024
Q4 | $387K | Sell |
1,484
-1,613
| -52% | -$421K | 0.01% | 663 |
|
2024
Q3 | $721K | Sell |
3,097
-6,033
| -66% | -$1.4M | 0.02% | 483 |
|
2024
Q2 | $1.84M | Buy |
9,130
+4,348
| +91% | +$877K | 0.05% | 221 |
|
2024
Q1 | $820K | Buy |
+4,782
| New | +$820K | 0.02% | 374 |
|
2019
Q3 | – | Sell |
-1,934
| Closed | -$231K | – | 370 |
|
2019
Q2 | $231K | Sell |
1,934
-450
| -19% | -$53.7K | 0.01% | 324 |
|
2019
Q1 | $227K | Buy |
+2,384
| New | +$227K | 0.01% | 314 |
|
2018
Q4 | – | Sell |
-2,826
| Closed | -$299K | – | 357 |
|
2018
Q3 | $299K | Sell |
2,826
-430
| -13% | -$45.5K | 0.01% | 247 |
|
2018
Q2 | $279K | Sell |
3,256
-350
| -10% | -$30K | 0.02% | 248 |
|
2018
Q1 | $313K | Buy |
3,606
+450
| +14% | +$39.1K | 0.02% | 223 |
|
2017
Q4 | $218K | Buy |
+3,156
| New | +$218K | 0.01% | 273 |
|
2017
Q3 | – | Sell |
-4,000
| Closed | -$205K | – | 305 |
|
2017
Q2 | $205K | Buy |
+4,000
| New | +$205K | 0.02% | 282 |
|
2016
Q1 | – | Sell |
-5,300
| Closed | -$200K | – | 403 |
|
2015
Q4 | $200K | Buy |
+5,300
| New | +$200K | 0.02% | 395 |
|
2015
Q3 | – | Sell |
-6,500
| Closed | -$201K | – | 443 |
|
2015
Q2 | $201K | Sell |
6,500
-5,309
| -45% | -$164K | 0.02% | 455 |
|
2015
Q1 | $394K | Sell |
11,809
-9,344
| -44% | -$312K | 0.03% | 364 |
|
2014
Q4 | $974K | Buy |
+21,153
| New | +$974K | 0.09% | 232 |
|
2014
Q2 | $1.25M | Buy |
+31,590
| New | +$1.25M | 0.1% | 222 |
|
2013
Q4 | $2.02M | Sell |
54,345
-1,465
| -3% | -$54.3K | 0.21% | 83 |
|
2013
Q3 | $2.02M | Buy |
55,810
+2,830
| +5% | +$103K | 0.21% | 85 |
|
2013
Q2 | $1.67M | Buy |
+52,980
| New | +$1.67M | 0.2% | 86 |
|