JFS Wealth Advisors’s Insulet PODD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.71K | Sell |
15
-6
| -29% | -$1.89K | ﹤0.01% | 1108 |
|
2025
Q1 | $5.52K | Buy |
21
+7
| +50% | +$1.84K | ﹤0.01% | 1083 |
|
2024
Q4 | $3.66K | Buy |
14
+1
| +8% | +$261 | ﹤0.01% | 1244 |
|
2024
Q3 | $3.03K | Buy |
13
+4
| +44% | +$931 | ﹤0.01% | 1311 |
|
2024
Q2 | $1.82K | Hold |
9
| – | – | ﹤0.01% | 1465 |
|
2024
Q1 | $1.54K | Hold |
9
| – | – | ﹤0.01% | 1535 |
|
2023
Q4 | $1.95K | Buy |
9
+7
| +350% | +$1.52K | ﹤0.01% | 1451 |
|
2023
Q3 | $319 | Sell |
2
-8
| -80% | -$1.28K | ﹤0.01% | 1810 |
|
2023
Q2 | $2.88K | Sell |
10
-1
| -9% | -$288 | ﹤0.01% | 1242 |
|
2023
Q1 | $3.51K | Sell |
11
-1
| -8% | -$319 | ﹤0.01% | 1134 |
|
2022
Q4 | $3.53K | Sell |
12
-25
| -68% | -$7.36K | ﹤0.01% | 1136 |
|
2022
Q3 | $8K | Buy |
37
+5
| +16% | +$1.08K | ﹤0.01% | 821 |
|
2022
Q2 | $7K | Sell |
32
-2
| -6% | -$438 | ﹤0.01% | 891 |
|
2022
Q1 | $9K | Buy |
34
+6
| +21% | +$1.59K | ﹤0.01% | 838 |
|
2021
Q4 | $7K | Buy |
28
+2
| +8% | +$500 | ﹤0.01% | 744 |
|
2021
Q3 | $7K | Buy |
+26
| New | +$7K | ﹤0.01% | 688 |
|