JWS
Juncture Wealth Strategies’s Insulet PODD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Sell |
1,047
-285
| -21% | -$89.5K | 0.12% | 93 |
|
|
2025
Q1 | $350K | Buy |
1,332
+454
| +52% | +$119K | 0.14% | 94 |
|
|
2024
Q4 | $229K | Buy |
+878
| New | +$229K | 0.09% | 119 |
|
|
2021
Q4 | – | Sell |
-760
| Closed | -$216K | – | 137 |
|
|
2021
Q3 | $216K | Sell |
760
-2,751
| -78% | -$782K | 0.11% | 109 |
|
|
2021
Q2 | $981K | Buy |
3,511
+249
| +8% | +$69.6K | 0.56% | 38 |
|
|
2021
Q1 | $853K | Buy |
3,262
+174
| +6% | +$45.5K | 0.54% | 47 |
|
|
2020
Q4 | $789K | Sell |
3,088
-154
| -5% | -$39.3K | 0.5% | 47 |
|
|
2020
Q3 | $767K | Buy |
3,242
+252
| +8% | +$59.6K | 0.53% | 44 |
|
|
2020
Q2 | $581K | Buy |
2,990
+1,339
| +81% | +$260K | 0.44% | 53 |
|
|
2020
Q1 | $274K | Hold |
1,651
| – | – | 0.25% | 78 |
|
|
2019
Q4 | $283K | Buy |
1,651
+85
| +5% | +$14.6K | 0.22% | 88 |
|
|
2019
Q3 | $258K | Buy |
+1,566
| New | +$258K | 0.23% | 92 |
|