Montag & Associates’s Insulet PODD Stock Holding History

Montag & Associates’s Portfolio PODD Stock Details PODD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.6K	Hold
2025 Q1	$2.18K	Buy
2024 Q4	$1.78K	Buy
2024 Q3	$1.33K	Buy
2024 Q2	$975	Hold
2024 Q1	$911	Buy
2023 Q3	–	Sell
2023 Q2	$1.15K	Hold
2023 Q1	$1.28K	Hold
2022 Q4	$1.18K	Buy