SWA
Sax Wealth Advisors’s Insulet PODD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
3,574
+357
| +11% | +$112K | 0.07% | 166 |
|
|
2025
Q1 | $845K | Buy |
3,217
+173
| +6% | +$45.4K | 0.06% | 165 |
|
|
2024
Q4 | $795K | Buy |
3,044
+1,532
| +101% | +$400K | 0.06% | 143 |
|
|
2024
Q3 | $352K | Sell |
1,512
-404
| -21% | -$94K | 0.03% | 204 |
|
|
2024
Q2 | $387K | Buy |
+1,916
| New | +$387K | 0.04% | 173 |
|