Wealth Management Associates’s Insulet PODD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
653
-326
| -33% | -$102K | 0.08% | 207 |
|
|
2025
Q1 | $257K | Sell |
979
-21
| -2% | -$5.52K | 0.11% | 175 |
|
|
2024
Q4 | $261K | Hold |
1,000
| – | – | 0.11% | 171 |
|
|
2024
Q3 | $233K | Buy |
+1,000
| New | +$233K | 0.1% | 184 |
|
|
2024
Q1 | – | Sell |
-1,144
| Closed | -$248K | – | 219 |
|
|
2023
Q4 | $248K | Buy |
+1,144
| New | +$248K | 0.13% | 166 |
|
|
2023
Q3 | – | Sell |
-900
| Closed | -$260K | – | 194 |
|
|
2023
Q2 | $260K | Sell |
900
-2
| -0.2% | -$577 | 0.15% | 147 |
|
|
2023
Q1 | $288K | Hold |
902
| – | – | 0.18% | 132 |
|
|
2022
Q4 | $266K | Sell |
902
-341
| -27% | -$100K | 0.18% | 138 |
|
|
2022
Q3 | $285K | Hold |
1,243
| – | – | 0.2% | 132 |
|
|
2022
Q2 | $271K | Hold |
1,243
| – | – | 0.18% | 135 |
|
|
2022
Q1 | $331K | Buy |
+1,243
| New | +$331K | 0.19% | 136 |
|