Rockefeller Financial Services’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $30.4M | Buy |
441,034
+59,290
| +16% | +$4.09M | 0.48% | 56 |
|
|
2017
Q3 | $21M | Buy |
381,744
+610
| +0.2% | +$33.6K | 0.4% | 62 |
|
|
2017
Q2 | $19.6M | Buy |
381,134
+11,274
| +3% | +$578K | 0.39% | 63 |
|
|
2017
Q1 | $15.9M | Buy |
369,860
+7,692
| +2% | +$331K | 0.32% | 70 |
|
|
2016
Q4 | $13.6M | Sell |
362,168
-295
| -0.1% | -$11.1K | 0.28% | 80 |
|
|
2016
Q3 | $14.8M | Hold |
362,463
| – | – | 0.31% | 68 |
|
|
2016
Q2 | $11M | Sell |
362,463
-2,703
| -0.7% | -$81.7K | 0.22% | 89 |
|
|
2016
Q1 | $12.1M | Sell |
365,166
-5,976
| -2% | -$198K | 0.24% | 78 |
|
|
2015
Q4 | $14M | Sell |
371,142
-2,929
| -0.8% | -$111K | 0.27% | 73 |
|
|
2015
Q3 | $9.69M | Buy |
374,071
+2,670
| +0.7% | +$69.2K | 0.2% | 99 |
|
|
2015
Q2 | $11.5M | Sell |
371,401
-3,752
| -1% | -$116K | 0.24% | 85 |
|
|
2015
Q1 | $12.5M | Buy |
375,153
+7,482
| +2% | +$250K | 0.27% | 81 |
|
|
2014
Q4 | $16.9M | Buy |
367,671
+4,415
| +1% | +$203K | 0.37% | 63 |
|
|
2014
Q3 | $13.4M | Buy |
363,256
+4,830
| +1% | +$178K | 0.3% | 70 |
|
|
2014
Q2 | $14.2M | Sell |
358,426
-5,666
| -2% | -$225K | 0.32% | 72 |
|
|
2014
Q1 | $17.3M | Buy |
364,092
+8,900
| +3% | +$422K | 0.37% | 74 |
|
|
2013
Q4 | $13.2M | Buy |
355,192
+138
| +0% | +$5.12K | 0.28% | 90 |
|
|
2013
Q3 | $12.9M | Buy |
355,054
+15,508
| +5% | +$562K | 0.3% | 85 |
|
|
2013
Q2 | $10.7M | Buy |
+339,546
| New | +$10.7M | 0.26% | 89 |
|