Mission Wealth Management’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Buy |
2,222
+2
| +0.1% | +$628 | 0.01% | 384 |
|
|
2025
Q1 | $583K | Sell |
2,220
-188
| -8% | -$49.4K | 0.01% | 392 |
|
|
2024
Q4 | $629K | Buy |
2,408
+5
| +0.2% | +$1.31K | 0.01% | 360 |
|
|
2024
Q3 | $559K | Sell |
2,403
-269
| -10% | -$62.6K | 0.01% | 391 |
|
|
2024
Q2 | $539K | Buy |
2,672
+129
| +5% | +$26K | 0.01% | 370 |
|
|
2024
Q1 | $436K | Sell |
2,543
-182
| -7% | -$31.2K | 0.01% | 444 |
|
|
2023
Q4 | $591K | Buy |
2,725
+1
| +0% | +$217 | 0.02% | 324 |
|
|
2023
Q3 | $434K | Hold |
2,724
| – | – | 0.02% | 353 |
|
|
2023
Q2 | $785K | Sell |
2,724
-230
| -8% | -$66.3K | 0.03% | 257 |
|
|
2023
Q1 | $942K | Sell |
2,954
-225
| -7% | -$71.8K | 0.04% | 213 |
|
|
2022
Q4 | $936K | Sell |
3,179
-8
| -0.3% | -$2.36K | 0.04% | 205 |
|
|
2022
Q3 | $731K | Hold |
3,187
| – | – | 0.04% | 228 |
|
|
2022
Q2 | $695K | Buy |
+3,187
| New | +$695K | 0.04% | 239 |
|