SAM
Silvercrest Asset Management’s Insulet PODD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.72M | Sell |
5,460
-3,930
| -42% | -$1.23M | 0.01% | 569 |
|
2025
Q1 | $2.47M | Buy |
9,390
+26
| +0.3% | +$6.83K | 0.02% | 513 |
|
2024
Q4 | $2.44M | Buy |
9,364
+1,438
| +18% | +$375K | 0.02% | 503 |
|
2024
Q3 | $1.84M | Buy |
+7,926
| New | +$1.84M | 0.01% | 499 |
|
2023
Q3 | – | Sell |
-1,077
| Closed | -$311K | – | 856 |
|
2023
Q2 | $311K | Sell |
1,077
-1,923
| -64% | -$554K | ﹤0.01% | 743 |
|
2023
Q1 | $957K | Hold |
3,000
| – | – | 0.01% | 585 |
|
2022
Q4 | $883K | Hold |
3,000
| – | – | 0.01% | 586 |
|
2022
Q3 | $688K | Hold |
3,000
| – | – | 0.01% | 600 |
|
2022
Q2 | $654K | Hold |
3,000
| – | – | 0.01% | 623 |
|
2022
Q1 | $799K | Hold |
3,000
| – | – | 0.01% | 619 |
|
2021
Q4 | $798K | Hold |
3,000
| – | – | 0.01% | 611 |
|
2021
Q3 | $853K | Buy |
+3,000
| New | +$853K | 0.01% | 600 |
|
2021
Q1 | – | Sell |
-1,452
| Closed | -$371K | – | 866 |
|
2020
Q4 | $371K | Buy |
1,452
+136
| +10% | +$34.7K | ﹤0.01% | 680 |
|
2020
Q3 | $311K | Buy |
+1,316
| New | +$311K | ﹤0.01% | 665 |
|
2020
Q1 | – | Sell |
-1,190
| Closed | -$204K | – | 767 |
|
2019
Q4 | $204K | Sell |
1,190
-187
| -14% | -$32.1K | ﹤0.01% | 714 |
|
2019
Q3 | $227K | Buy |
+1,377
| New | +$227K | ﹤0.01% | 677 |
|