Integrated Wealth Concepts’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
3,411
-224
| -6% | -$70.4K | 0.01% | 886 |
|
|
2025
Q1 | $955K | Buy |
3,635
+73
| +2% | +$19.2K | 0.01% | 848 |
|
|
2024
Q4 | $930K | Buy |
3,562
+1,001
| +39% | +$261K | 0.01% | 847 |
|
|
2024
Q3 | $596K | Buy |
2,561
+42
| +2% | +$9.78K | 0.01% | 1010 |
|
|
2024
Q2 | $508K | Buy |
2,519
+157
| +7% | +$31.7K | 0.01% | 1038 |
|
|
2024
Q1 | $405K | Buy |
2,362
+79
| +3% | +$13.5K | 0.01% | 1148 |
|
|
2023
Q4 | $495K | Buy |
2,283
+275
| +14% | +$59.7K | 0.01% | 1004 |
|
|
2023
Q3 | $320K | Sell |
2,008
-6
| -0.3% | -$957 | 0.01% | 1196 |
|
|
2023
Q2 | $581K | Buy |
2,014
+188
| +10% | +$54.2K | 0.01% | 922 |
|
|
2023
Q1 | $582K | Buy |
1,826
+244
| +15% | +$77.8K | 0.01% | 807 |
|
|
2022
Q4 | $466K | Sell |
1,582
-9
| -0.6% | -$2.65K | 0.01% | 674 |
|
|
2022
Q3 | $365K | Sell |
1,591
-3
| -0.2% | -$688 | 0.01% | 682 |
|
|
2022
Q2 | $347K | Sell |
1,594
-1
| -0.1% | -$218 | 0.01% | 712 |
|
|
2022
Q1 | $425K | Sell |
1,595
-11
| -0.7% | -$2.93K | 0.01% | 620 |
|
|
2021
Q4 | $427K | Sell |
1,606
-302
| -16% | -$80.3K | 0.01% | 648 |
|
|
2021
Q3 | $542K | Sell |
1,908
-332
| -15% | -$94.3K | 0.02% | 561 |
|
|
2021
Q2 | $615K | Buy |
2,240
+2
| +0.1% | +$549 | 0.02% | 484 |
|
|
2021
Q1 | $584K | Sell |
2,238
-2,250
| -50% | -$587K | 0.02% | 443 |
|
|
2020
Q4 | $1.15M | Buy |
+4,488
| New | +$1.15M | 0.05% | 225 |
|