NewEdge Wealth’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $581K | Buy |
1,913
+147
| +8% | +$44.6K | 0.01% | 667 |
|
|
2025
Q1 | $464K | Sell |
1,766
-23
| -1% | -$6.04K | 0.01% | 667 |
|
|
2024
Q4 | $467K | Sell |
1,789
-236
| -12% | -$61.6K | 0.01% | 652 |
|
|
2024
Q3 | $471K | Buy |
2,025
+747
| +58% | +$174K | 0.01% | 629 |
|
|
2024
Q2 | $258K | Buy |
+1,278
| New | +$258K | 0.01% | 671 |
|
|
2024
Q1 | – | Sell |
-994
| Closed | -$216K | – | 832 |
|
|
2023
Q4 | $216K | Buy |
+994
| New | +$216K | 0.01% | 694 |
|
|
2023
Q3 | – | Sell |
-964
| Closed | -$278K | – | 665 |
|
|
2023
Q2 | $278K | Sell |
964
-22
| -2% | -$6.34K | 0.01% | 554 |
|
|
2023
Q1 | $314K | Sell |
986
-304
| -24% | -$97K | 0.01% | 497 |
|
|
2022
Q4 | $380K | Sell |
1,290
-165
| -11% | -$48.6K | 0.02% | 407 |
|
|
2022
Q3 | $334K | Buy |
+1,455
| New | +$334K | 0.02% | 407 |
|