Institutional & Family Asset Management’s Insulet PODD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$24K	Buy	119 +5	+4%	+$901	﹤0.01%	320
2024 Q1	$19.5K	Sell	114 -6	-5%	-$1.12K	﹤0.01%	330
2023 Q4	$26K	Buy	120 +3	+3%	+$515	﹤0.01%	296
2023 Q3	$18.7K	Hold	117	–	–	﹤0.01%	313
2023 Q2	$33.7K	Sell	117 -2	-2%	-$607	0.01%	257
2023 Q1	$38K	Sell	119 -3	-2%	-$889	0.01%	242
2022 Q4	$35.9K	Hold	122	–	–	0.01%	246
2022 Q3	$28K	Buy	122 +4	+3%	+$1K	0.01%	276
2022 Q2	$26K	Buy	118 +6	+5%	+$1.36K	﹤0.01%	290
2022 Q1	$30K	Buy	112 +81	+261%	+$19.9K	﹤0.01%	309
2021 Q4	$8K	Buy	+31	New	+$8.99K	﹤0.01%	484
2020 Q4	–	Sell	-8	Closed	-$2K	–	912
2020 Q3	$2K	Hold	8	–	–	﹤0.01%	721
2020 Q2	$2K	Sell	8 -2	-20%	-$382	﹤0.01%	705
2020 Q1	$2K	Hold	10	–	–	﹤0.01%	667
2019 Q4	$2K	Sell	10 -4	-29%	-$666	﹤0.01%	754
2019 Q3	$2K	Hold	14	–	–	﹤0.01%	717
2019 Q2	$2K	Hold	14	–	–	﹤0.01%	731
2019 Q1	$1K	Hold	14	–	–	﹤0.01%	802
2018 Q4	$1K	Hold	14	–	–	﹤0.01%	781
2018 Q3	$1K	Hold	14	–	–	﹤0.01%	814
2018 Q2	$1K	Hold	14	–	–	﹤0.01%	807
2018 Q1	$1K	Buy	+14	New	+$1.09K	﹤0.01%	801