IFP Advisors’s Insulet PODD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
1,358
+93
| +7% | +$32.3K | 0.01% | 855 |
|
|
2025
Q1 | $332K | Buy |
1,265
+1,128
| +823% | +$296K | 0.01% | 942 |
|
|
2024
Q4 | $36.8K | Buy |
137
+32
| +30% | +$8.6K | ﹤0.01% | 1971 |
|
|
2024
Q3 | $24.5K | Buy |
105
+82
| +357% | +$19.2K | ﹤0.01% | 2066 |
|
|
2024
Q2 | $4.73K | Buy |
23
+14
| +156% | +$2.88K | ﹤0.01% | 2578 |
|
|
2024
Q1 | $1.54K | Sell |
9
-7
| -44% | -$1.2K | ﹤0.01% | 2760 |
|
|
2023
Q4 | $3.47K | Sell |
16
-30
| -65% | -$6.51K | ﹤0.01% | 2528 |
|
|
2023
Q3 | $7.34K | Buy |
46
+1
| +2% | +$159 | ﹤0.01% | 2380 |
|
|
2023
Q2 | $13K | Buy |
45
+26
| +137% | +$7.5K | ﹤0.01% | 2202 |
|
|
2023
Q1 | $1.8K | Sell |
19
-38
| -67% | -$3.6K | ﹤0.01% | 2928 |
|
|
2022
Q4 | $6K | Buy |
57
+50
| +714% | +$5.26K | ﹤0.01% | 3719 |
|
|
2022
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 4646 |
|
|
2022
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 4418 |
|
|
2022
Q1 | $1K | Buy |
7
+6
| +600% | +$857 | ﹤0.01% | 4418 |
|
|
2021
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 3033 |
|
|
2021
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 3034 |
|
|
2021
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 4024 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3924 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3760 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3633 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3465 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3403 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3414 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3497 |
|
|
2019
Q1 | – | Sell |
-63
| Closed | -$5K | – | 3129 |
|
|
2018
Q4 | $5K | Sell |
63
-96
| -60% | -$7.62K | ﹤0.01% | 2811 |
|
|
2018
Q3 | $17K | Hold |
159
| – | – | ﹤0.01% | 2520 |
|
|
2018
Q2 | $14K | Buy |
+159
| New | +$14K | ﹤0.01% | 2661 |
|
|
2016
Q4 | – | Sell |
-100
| Closed | -$4K | – | 4065 |
|
|
2016
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 3334 |
|
|
2016
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 3346 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$4K | – | 3160 |
|
|
2015
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 3074 |
|