United Capital Financial Advisors’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
5,652
-125
| -2% | -$39.3K | 0.01% | 463 |
|
|
2025
Q1 | $1.52M | Sell |
5,777
-48
| -0.8% | -$12.6K | 0.01% | 473 |
|
|
2024
Q4 | $1.52M | Sell |
5,825
-34
| -0.6% | -$8.88K | 0.01% | 472 |
|
|
2024
Q3 | $1.36M | Sell |
5,859
-1,357
| -19% | -$316K | 0.01% | 475 |
|
|
2024
Q2 | $1.46M | Buy |
7,216
+2,435
| +51% | +$491K | 0.01% | 453 |
|
|
2024
Q1 | $819K | Buy |
4,781
+1,823
| +62% | +$312K | 0.01% | 609 |
|
|
2023
Q4 | $642K | Buy |
+2,958
| New | +$642K | 0.01% | 664 |
|