DWM
Diversify Wealth Management’s Insulet PODD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.4M | Buy |
4,528
+1,020
| +29% | +$316K | 0.09% | 224 |
|
2025
Q1 | $881K | Buy |
3,508
+746
| +27% | +$187K | 0.07% | 260 |
|
2024
Q4 | $751K | Buy |
2,762
+935
| +51% | +$254K | 0.06% | 265 |
|
2024
Q3 | $429K | Buy |
1,827
+280
| +18% | +$65.8K | 0.04% | 340 |
|
2024
Q2 | $295K | Buy |
+1,547
| New | +$295K | 0.04% | 361 |
|