Sheets Smith Wealth Management’s Insulet PODD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $662K | Buy |
2,107
+122
| +6% | +$38.3K | 0.08% | 238 |
|
2025
Q1 | $521K | Buy |
1,985
+614
| +45% | +$161K | 0.06% | 248 |
|
2024
Q4 | $358K | Buy |
1,371
+372
| +37% | +$97.1K | 0.04% | 301 |
|
2024
Q3 | $233K | Buy |
+999
| New | +$233K | 0.03% | 344 |
|
2021
Q1 | – | Sell |
-1,087
| Closed | -$278K | – | 344 |
|
2020
Q4 | $278K | Buy |
+1,087
| New | +$278K | 0.04% | 287 |
|