Glassman Wealth Services’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-128
| Closed | -$27.8K | – | 1399 |
|
|
2023
Q4 | $27.8K | Buy |
128
+27
| +27% | +$5.86K | ﹤0.01% | 613 |
|
|
2023
Q3 | $16.1K | Buy |
101
+31
| +44% | +$4.94K | ﹤0.01% | 715 |
|
|
2023
Q2 | $20.2K | Buy |
70
+5
| +8% | +$1.44K | ﹤0.01% | 619 |
|
|
2023
Q1 | $20.7K | Hold |
65
| – | – | ﹤0.01% | 629 |
|
|
2022
Q4 | $19.1K | Buy |
65
+1
| +2% | +$294 | ﹤0.01% | 670 |
|
|
2022
Q3 | $15K | Buy |
64
+30
| +88% | +$7.03K | ﹤0.01% | 695 |
|
|
2022
Q2 | $7K | Buy |
34
+5
| +17% | +$1.03K | ﹤0.01% | 919 |
|
|
2022
Q1 | $8K | Sell |
29
-36
| -55% | -$9.93K | ﹤0.01% | 905 |
|
|
2021
Q4 | $17K | Buy |
65
+58
| +829% | +$15.2K | ﹤0.01% | 657 |
|
|
2021
Q3 | $2K | Buy |
7
+3
| +75% | +$857 | ﹤0.01% | 1204 |
|
|
2021
Q2 | $1K | Buy |
4
+1
| +33% | +$250 | ﹤0.01% | 1357 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 1304 |
|
|
2020
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 1262 |
|
|
2020
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 1216 |
|
|
2020
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 1091 |
|
|
2020
Q1 | $0 | Sell |
3
-3
| -50% | – | ﹤0.01% | 1463 |
|
|
2019
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1002 |
|
|
2019
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 896 |
|
|
2019
Q2 | $1K | Buy |
6
+3
| +100% | +$500 | ﹤0.01% | 910 |
|
|
2019
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1170 |
|