Steward Partners Investment Advisory’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
1,127
+77
| +7% | +$24.2K | ﹤0.01% | 1472 |
|
|
2025
Q1 | $276K | Hold |
1,050
| – | – | ﹤0.01% | 1488 |
|
|
2024
Q4 | $274K | Buy |
1,050
+50
| +5% | +$13.1K | ﹤0.01% | 1455 |
|
|
2024
Q3 | $233K | Buy |
1,000
+350
| +54% | +$81.5K | ﹤0.01% | 1453 |
|
|
2024
Q2 | $131K | Sell |
650
-272
| -30% | -$54.9K | ﹤0.01% | 1646 |
|
|
2024
Q1 | $158K | Sell |
922
-279
| -23% | -$47.8K | ﹤0.01% | 1541 |
|
|
2023
Q4 | $261K | Buy |
1,201
+202
| +20% | +$43.8K | ﹤0.01% | 1271 |
|
|
2023
Q3 | $159K | Buy |
999
+200
| +25% | +$31.9K | ﹤0.01% | 1391 |
|
|
2023
Q2 | $230K | Sell |
799
-2
| -0.2% | -$577 | ﹤0.01% | 1217 |
|
|
2023
Q1 | $255K | Buy |
801
+1
| +0.1% | +$319 | ﹤0.01% | 1175 |
|
|
2022
Q4 | $236K | Sell |
800
-273
| -25% | -$80.4K | ﹤0.01% | 1175 |
|
|
2022
Q3 | $246K | Sell |
1,073
-3
| -0.3% | -$688 | ﹤0.01% | 1118 |
|
|
2022
Q2 | $235K | Buy |
1,076
+862
| +403% | +$188K | ﹤0.01% | 1144 |
|
|
2022
Q1 | $57K | Sell |
214
-3,885
| -95% | -$1.03M | ﹤0.01% | 1848 |
|
|
2021
Q4 | $1.09M | Sell |
4,099
-493
| -11% | -$131K | 0.02% | 665 |
|
|
2021
Q3 | $1.31M | Buy |
4,592
+791
| +21% | +$225K | 0.02% | 580 |
|
|
2021
Q2 | $1.04M | Buy |
3,801
+3,799
| +189,950% | +$1.04M | 0.02% | 648 |
|
|
2021
Q1 | $522 | Sell |
2
-100
| -98% | -$26.1K | ﹤0.01% | 3349 |
|
|
2020
Q4 | $26K | Buy |
102
+100
| +5,000% | +$25.5K | ﹤0.01% | 1967 |
|
|
2020
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2824 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$171K | – | 2649 |
|
|
2019
Q4 | $171K | Hold |
1,000
| – | – | 0.01% | 930 |
|
|
2019
Q3 | $164K | Hold |
1,000
| – | – | 0.01% | 907 |
|
|
2019
Q2 | $119K | Buy |
+1,000
| New | +$119K | ﹤0.01% | 988 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$106K | – | 1778 |
|
|
2018
Q3 | $106K | Hold |
1,000
| – | – | 0.01% | 912 |
|
|
2018
Q2 | $86K | Hold |
1,000
| – | – | 0.01% | 894 |
|
|
2018
Q1 | $86K | Hold |
1,000
| – | – | 0.01% | 817 |
|
|
2017
Q4 | $69K | Hold |
1,000
| – | – | 0.01% | 729 |
|
|
2017
Q3 | $55K | Hold |
1,000
| – | – | 0.01% | 670 |
|
|
2017
Q2 | $51K | Hold |
1,000
| – | – | 0.01% | 625 |
|
|
2017
Q1 | $43K | Hold |
1,000
| – | – | 0.01% | 588 |
|
|
2016
Q4 | $37K | Buy |
+1,000
| New | +$37K | 0.02% | 363 |
|