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PODD icon

WealthPLAN Partners’s Insulet PODD Stock Holding History

WealthPLAN Partners’s Portfolio PODD Stock Details PODD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-650
Closed -$187K – 918
2023
Q2 		$187K Hold
650
– – 0.03% 300
2023
Q1 		$207K Buy
+650
New +$193K 0.02% 297
2021
Q3 		– Sell
-750
Closed -$206K – 389
2021
Q2 		$206K Hold
750
– – 0.01% 342
2021
Q1 		$204K Hold
750
– – 0.02% 317
2020
Q4 		$209K Buy
+750
New +$186K 0.02% 311

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State Street
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Capital World Investors
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DCP
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Geode Capital Management
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return