Pathstone Family Office’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $262K | Sell |
1,642
-2,087
| -56% | -$333K | ﹤0.01% | 1365 |
|
|
2023
Q2 | $1.08M | Sell |
3,729
-8
| -0.2% | -$2.31K | 0.02% | 459 |
|
|
2023
Q1 | $1.19M | Buy |
3,737
+1,201
| +47% | +$383K | 0.02% | 403 |
|
|
2022
Q4 | $736K | Sell |
2,536
-740
| -23% | -$215K | 0.01% | 924 |
|
|
2022
Q3 | $752K | Buy |
3,276
+2,269
| +225% | +$521K | 0.01% | 882 |
|
|
2022
Q2 | $219K | Hold |
1,007
| – | – | ﹤0.01% | 924 |
|
|
2022
Q1 | $268K | Sell |
1,007
-458
| -31% | -$122K | 0.01% | 791 |
|
|
2021
Q4 | $389K | Sell |
1,465
-182
| -11% | -$48.3K | 0.01% | 633 |
|
|
2021
Q3 | $468K | Buy |
1,647
+322
| +24% | +$91.5K | 0.01% | 543 |
|
|
2021
Q2 | $364K | Buy |
1,325
+525
| +66% | +$144K | 0.01% | 576 |
|
|
2021
Q1 | $209K | Buy |
+800
| New | +$209K | 0.01% | 597 |
|
|
2020
Q1 | – | Sell |
-296
| Closed | -$507K | – | 815 |
|
|
2019
Q4 | $507K | Buy |
+296
| New | +$507K | 0.01% | 295 |
|
|
2014
Q4 | – | Sell |
-38
| Closed | -$1K | – | 216 |
|
|
2014
Q3 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 304 |
|
|
2014
Q2 | – | Sell |
-37
| Closed | -$2K | – | 172 |
|
|
2014
Q1 | $2K | Buy |
+37
| New | +$2K | 0.01% | 154 |
|
|
2013
Q4 | – | Sell |
-318
| Closed | -$12K | – | 302 |
|
|
2013
Q3 | $12K | Buy |
+318
| New | +$12K | 0.05% | 170 |
|