Valeo 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 | $257K | Buy |
817
+16
| +2% | +$5.03K | 0.01% | 625 |
|
|
2025
Q1 | $210K | Buy |
801
+6
| +0.8% | +$1.58K | 0.01% | 626 |
|
|
2024
Q4 | $208K | Buy |
+795
| New | +$208K | 0.01% | 638 |
|
|
2020
Q3 | – | Sell |
-19
| Closed | -$4K | – | 1938 |
|
|
2020
Q2 | $4K | Hold |
19
| – | – | ﹤0.01% | 1526 |
|
|
2020
Q1 | $3K | Sell |
19
-1
| -5% | -$158 | ﹤0.01% | 1386 |
|
|
2019
Q4 | $3K | Sell |
20
-2
| -9% | -$300 | ﹤0.01% | 1393 |
|
|
2019
Q3 | $4K | Sell |
22
-3
| -12% | -$545 | ﹤0.01% | 1246 |
|
|
2019
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 1340 |
|
|
2019
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 1370 |
|
|
2018
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 1297 |
|
|
2018
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 1490 |
|
|
2018
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 1360 |
|
|
2018
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 1342 |
|
|
2017
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 1197 |
|
|
2017
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1111 |
|