LNWWM
Laird Norton Wetherby Wealth Management’s Insulet PODD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
+1,433
| New | +$450K | 0.02% | 598 |
|
|
2024
Q4 | $383K | Sell |
1,468
-113
| -7% | -$29.5K | 0.02% | 626 |
|
|
2024
Q3 | $368K | Buy |
1,581
+101
| +7% | +$23.5K | 0.02% | 663 |
|
|
2024
Q2 | $299K | Buy |
1,480
+21
| +1% | +$4.24K | 0.01% | 712 |
|
|
2024
Q1 | $250K | Sell |
1,459
-125
| -8% | -$21.4K | 0.01% | 795 |
|
|
2023
Q4 | $344K | Buy |
+1,584
| New | +$344K | 0.02% | 672 |
|
|
2023
Q3 | – | Sell |
-1,170
| Closed | -$337K | – | 939 |
|
|
2023
Q2 | $337K | Buy |
1,170
+37
| +3% | +$10.7K | 0.02% | 671 |
|
|
2023
Q1 | $361K | Sell |
1,133
-24
| -2% | -$7.66K | 0.02% | 644 |
|
|
2022
Q4 | $341K | Buy |
1,157
+44
| +4% | +$13K | 0.02% | 641 |
|
|
2022
Q3 | $255K | Buy |
1,113
+74
| +7% | +$17K | 0.02% | 712 |
|
|
2022
Q2 | $226K | Buy |
+1,039
| New | +$226K | 0.02% | 781 |
|
|
2022
Q1 | – | Sell |
-840
| Closed | -$223K | – | 943 |
|
|
2021
Q4 | $223K | Sell |
840
-35
| -4% | -$9.29K | 0.01% | 808 |
|
|
2021
Q3 | $249K | Sell |
875
-61
| -7% | -$17.4K | 0.02% | 764 |
|
|
2021
Q2 | $257K | Sell |
936
-3
| -0.3% | -$824 | 0.02% | 759 |
|
|
2021
Q1 | $245K | Sell |
939
-22
| -2% | -$5.74K | 0.02% | 684 |
|
|
2020
Q4 | $246K | Buy |
+961
| New | +$246K | 0.02% | 731 |
|