J.P. Morgan Private Wealth Advisors’s Insulet PODD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $389K | Buy |
+2,440
| New | +$389K | ﹤0.01% | 1350 |
|
|
2023
Q2 | – | Sell |
-6,206
| Closed | -$1.98M | – | 1805 |
|
|
2023
Q1 | $1.98M | Sell |
6,206
-631
| -9% | -$201K | ﹤0.01% | 877 |
|
|
2022
Q4 | $2.01M | Buy |
6,837
+614
| +10% | +$181K | ﹤0.01% | 851 |
|
|
2022
Q3 | $1.43M | Buy |
6,223
+10
| +0.2% | +$2.3K | ﹤0.01% | 981 |
|
|
2022
Q2 | $1.35M | Buy |
6,213
+589
| +10% | +$128K | ﹤0.01% | 991 |
|
|
2022
Q1 | $1.5M | Sell |
5,624
-594
| -10% | -$158K | ﹤0.01% | 1027 |
|
|
2021
Q4 | $1.65M | Sell |
6,218
-547
| -8% | -$146K | ﹤0.01% | 995 |
|
|
2021
Q3 | $1.92M | Buy |
6,765
+576
| +9% | +$164K | ﹤0.01% | 923 |
|
|
2021
Q2 | $1.7M | Buy |
6,189
+767
| +14% | +$211K | ﹤0.01% | 944 |
|
|
2021
Q1 | $1.42M | Sell |
5,422
-1,036
| -16% | -$270K | ﹤0.01% | 897 |
|
|
2020
Q4 | $1.65M | Buy |
6,458
+1,660
| +35% | +$424K | 0.01% | 813 |
|
|
2020
Q3 | $1.14M | Sell |
4,798
-145
| -3% | -$34.3K | ﹤0.01% | 839 |
|
|
2020
Q2 | $960K | Buy |
4,943
+540
| +12% | +$105K | ﹤0.01% | 824 |
|
|
2020
Q1 | $729K | Buy |
4,403
+1,459
| +50% | +$242K | ﹤0.01% | 811 |
|
|
2019
Q4 | $504K | Buy |
2,944
+290
| +11% | +$49.6K | ﹤0.01% | 1048 |
|
|
2019
Q3 | $438K | Buy |
2,654
+56
| +2% | +$9.24K | ﹤0.01% | 1047 |
|
|
2019
Q2 | $310K | Hold |
2,598
| – | – | ﹤0.01% | 1138 |
|
|
2019
Q1 | $247K | Buy |
2,598
+45
| +2% | +$4.28K | ﹤0.01% | 1295 |
|
|
2018
Q4 | $203K | Sell |
2,553
-47
| -2% | -$3.74K | ﹤0.01% | 1340 |
|
|
2018
Q3 | $275K | Hold |
2,600
| – | – | ﹤0.01% | 1342 |
|
|
2018
Q2 | $223K | Buy |
2,600
+186
| +8% | +$16K | ﹤0.01% | 1322 |
|
|
2018
Q1 | $209K | Buy |
+2,414
| New | +$209K | ﹤0.01% | 1174 |
|
|
2017
Q2 | – | Sell |
-8,872
| Closed | -$382K | – | 1331 |
|
|
2017
Q1 | $382K | Buy |
8,872
+3,555
| +67% | +$153K | ﹤0.01% | 970 |
|
|
2016
Q4 | $200K | Sell |
5,317
-3,232
| -38% | -$122K | ﹤0.01% | 1168 |
|
|
2016
Q3 | $350K | Buy |
+8,549
| New | +$350K | ﹤0.01% | 923 |
|
|
2015
Q1 | – | Sell |
-4,680
| Closed | -$216K | – | 1166 |
|
|
2014
Q4 | $216K | Sell |
4,680
-745
| -14% | -$34.4K | ﹤0.01% | 968 |
|
|
2014
Q3 | $200K | Sell |
5,425
-778
| -13% | -$28.7K | ﹤0.01% | 984 |
|
|
2014
Q2 | $246K | Sell |
6,203
-1,698
| -21% | -$67.3K | ﹤0.01% | 754 |
|
|
2014
Q1 | $375K | Buy |
+7,901
| New | +$375K | 0.01% | 659 |
|