Montag & Associates’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6K | Hold |
8
| – | – | ﹤0.01% | 826 |
|
|
2025
Q1 | $2.18K | Buy |
8
+1
| +14% | +$272 | ﹤0.01% | 886 |
|
|
2024
Q4 | $1.78K | Buy |
7
+1
| +17% | +$255 | ﹤0.01% | 901 |
|
|
2024
Q3 | $1.33K | Buy |
6
+1
| +20% | +$221 | ﹤0.01% | 949 |
|
|
2024
Q2 | $975 | Hold |
5
| – | – | ﹤0.01% | 937 |
|
|
2024
Q1 | $911 | Buy |
+5
| New | +$911 | ﹤0.01% | 935 |
|
|
2023
Q3 | – | Sell |
-4
| Closed | -$1.15K | – | 922 |
|
|
2023
Q2 | $1.15K | Hold |
4
| – | – | ﹤0.01% | 879 |
|
|
2023
Q1 | $1.28K | Hold |
4
| – | – | ﹤0.01% | 874 |
|
|
2022
Q4 | $1.18K | Buy |
+4
| New | +$1.18K | ﹤0.01% | 894 |
|