Loring Wolcott & Coolidge Fiduciary Advisors’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Hold |
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|
2025
Q1 | $254K | Hold |
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|
2024
Q4 | $284K | Hold |
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|
2024
Q3 | $245K | Hold |
|
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|
2024
Q2 | $207K | Hold |
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|
2024
Q1 | $169K | Hold |
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|
2023
Q4 | $197K | Hold |
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|
2023
Q3 | $145K | Buy |
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|
2023
Q2 | $288K | Hold |
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|
2023
Q1 | $319K | Hold |
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|
2022
Q4 | $294K | Hold |
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|
2022
Q3 | $229K | Hold |
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|
2022
Q2 | $218K | Hold |
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|
2022
Q1 | $266K | Hold |
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|
2021
Q4 | $266K | Hold |
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|
2021
Q3 | $284K | Sell |
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|
2021
Q2 | $278K | Hold |
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|
2021
Q1 | $264K | Buy |
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|
2020
Q4 | $256K | Hold |
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|
2020
Q3 | $237K | Hold |
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|
2020
Q2 | $194K | Hold |
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|
2020
Q1 | $166K | Hold |
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|
2019
Q4 | $171K | Hold |
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|
2019
Q3 | $165K | Hold |
|
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|
2019
Q2 | $119K | Hold |
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|
2019
Q1 | $95K | Hold |
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|
2018
Q4 | $79K | Hold |
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|
2018
Q3 | $106K | Hold |
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|
2018
Q2 | $86K | Hold |
|
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|
2018
Q1 | $87K | Hold |
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|
2017
Q4 | $69K | Hold |
|
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|
2017
Q3 | $55K | Hold |
|
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|
2017
Q2 | $50K | Hold |
|
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|
2017
Q1 | $43K | Hold |
|
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|
2016
Q4 | $38K | Hold |
|
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|
2016
Q3 | $41K | Hold |
|
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|
2016
Q2 | $30K | Hold |
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|
2016
Q1 | $33K | Hold |
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|
2015
Q4 | $38K | Hold |
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|
2015
Q3 | $31K | Hold |
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|
2015
Q2 | $31K | Hold |
|
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|
2015
Q1 | $33K | Hold |
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|
2014
Q4 | $46K | Hold |
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|
2014
Q3 | $37K | Hold |
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|
2014
Q2 | $40K | Hold |
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|
2014
Q1 | $47K | Hold |
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|
2013
Q4 | $37K | Hold |
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|
2013
Q3 | $36K | Hold |
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|
2013
Q2 | $31K | Buy |
|