LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Insulet PODD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Hold |
1,030
| – | – | ﹤0.01% | 240 |
|
|
2025
Q1 | $254K | Hold |
1,030
| – | – | ﹤0.01% | 247 |
|
|
2024
Q4 | $284K | Hold |
1,030
| – | – | ﹤0.01% | 245 |
|
|
2024
Q3 | $245K | Hold |
1,030
| – | – | ﹤0.01% | 262 |
|
|
2024
Q2 | $207K | Hold |
1,030
| – | – | ﹤0.01% | 268 |
|
|
2024
Q1 | $169K | Hold |
1,030
| – | – | ﹤0.01% | 286 |
|
|
2023
Q4 | $197K | Hold |
1,030
| – | – | ﹤0.01% | 284 |
|
|
2023
Q3 | $145K | Buy |
1,030
+30
| +3% | +$4.21K | ﹤0.01% | 315 |
|
|
2023
Q2 | $288K | Hold |
1,000
| – | – | ﹤0.01% | 253 |
|
|
2023
Q1 | $319K | Hold |
1,000
| – | – | ﹤0.01% | 232 |
|
|
2022
Q4 | $294K | Hold |
1,000
| – | – | ﹤0.01% | 242 |
|
|
2022
Q3 | $229K | Hold |
1,000
| – | – | ﹤0.01% | 273 |
|
|
2022
Q2 | $218K | Hold |
1,000
| – | – | ﹤0.01% | 278 |
|
|
2022
Q1 | $266K | Hold |
1,000
| – | – | ﹤0.01% | 270 |
|
|
2021
Q4 | $266K | Hold |
1,000
| – | – | ﹤0.01% | 276 |
|
|
2021
Q3 | $284K | Sell |
1,000
-12
| -1% | -$3.41K | ﹤0.01% | 264 |
|
|
2021
Q2 | $278K | Hold |
1,012
| – | – | ﹤0.01% | 279 |
|
|
2021
Q1 | $264K | Buy |
1,012
+12
| +1% | +$3.13K | ﹤0.01% | 265 |
|
|
2020
Q4 | $256K | Hold |
1,000
| – | – | ﹤0.01% | 260 |
|
|
2020
Q3 | $237K | Hold |
1,000
| – | – | ﹤0.01% | 249 |
|
|
2020
Q2 | $194K | Hold |
1,000
| – | – | ﹤0.01% | 251 |
|
|
2020
Q1 | $166K | Hold |
1,000
| – | – | ﹤0.01% | 249 |
|
|
2019
Q4 | $171K | Hold |
1,000
| – | – | ﹤0.01% | 287 |
|
|
2019
Q3 | $165K | Hold |
1,000
| – | – | ﹤0.01% | 283 |
|
|
2019
Q2 | $119K | Hold |
1,000
| – | – | ﹤0.01% | 321 |
|
|
2019
Q1 | $95K | Hold |
1,000
| – | – | ﹤0.01% | 324 |
|
|
2018
Q4 | $79K | Hold |
1,000
| – | – | ﹤0.01% | 351 |
|
|
2018
Q3 | $106K | Hold |
1,000
| – | – | ﹤0.01% | 343 |
|
|
2018
Q2 | $86K | Hold |
1,000
| – | – | ﹤0.01% | 371 |
|
|
2018
Q1 | $87K | Hold |
1,000
| – | – | ﹤0.01% | 386 |
|
|
2017
Q4 | $69K | Hold |
1,000
| – | – | ﹤0.01% | 403 |
|
|
2017
Q3 | $55K | Hold |
1,000
| – | – | ﹤0.01% | 420 |
|
|
2017
Q2 | $50K | Hold |
1,000
| – | – | ﹤0.01% | 418 |
|
|
2017
Q1 | $43K | Hold |
1,000
| – | – | ﹤0.01% | 427 |
|
|
2016
Q4 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 418 |
|
|
2016
Q3 | $41K | Hold |
1,000
| – | – | ﹤0.01% | 413 |
|
|
2016
Q2 | $30K | Hold |
1,000
| – | – | ﹤0.01% | 448 |
|
|
2016
Q1 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 440 |
|
|
2015
Q4 | $38K | Hold |
1,000
| – | – | ﹤0.01% | 454 |
|
|
2015
Q3 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 463 |
|
|
2015
Q2 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 463 |
|
|
2015
Q1 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 478 |
|
|
2014
Q4 | $46K | Hold |
1,000
| – | – | ﹤0.01% | 435 |
|
|
2014
Q3 | $37K | Hold |
1,000
| – | – | ﹤0.01% | 443 |
|
|
2014
Q2 | $40K | Hold |
1,000
| – | – | ﹤0.01% | 453 |
|
|
2014
Q1 | $47K | Hold |
1,000
| – | – | ﹤0.01% | 419 |
|
|
2013
Q4 | $37K | Hold |
1,000
| – | – | ﹤0.01% | 417 |
|
|
2013
Q3 | $36K | Hold |
1,000
| – | – | ﹤0.01% | 394 |
|
|
2013
Q2 | $31K | Buy |
+1,000
| New | +$31K | ﹤0.01% | 438 |
|