Advisors Asset Management’s HubSpot HUBS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$449K Sell
806
-476
-37% -$265K 0.01% 972
2025
Q1
$732K Sell
1,282
-54
-4% -$30.9K 0.01% 844
2024
Q4
$931K Sell
1,336
-77
-5% -$53.7K 0.02% 760
2024
Q3
$751K Sell
1,413
-77
-5% -$40.9K 0.01% 806
2024
Q2
$879K Buy
1,490
+184
+14% +$109K 0.02% 761
2024
Q1
$818K Buy
1,306
+361
+38% +$226K 0.02% 788
2023
Q4
$549K Buy
945
+430
+83% +$250K 0.01% 868
2023
Q3
$254K Buy
515
+31
+6% +$15.3K 0.01% 1058
2023
Q2
$258K Buy
484
+95
+24% +$50.5K 0.01% 1074
2023
Q1
$167K Sell
389
-221
-36% -$94.8K ﹤0.01% 1148
2022
Q4
$176K Sell
610
-107
-15% -$30.9K ﹤0.01% 1146
2022
Q3
$194K Sell
717
-69
-9% -$18.7K ﹤0.01% 1151
2022
Q2
$236K Buy
786
+278
+55% +$83.5K ﹤0.01% 1131
2022
Q1
$241K Buy
508
+222
+78% +$105K ﹤0.01% 1187
2021
Q4
$189K Buy
286
+177
+162% +$117K ﹤0.01% 1249
2021
Q3
$74K Sell
109
-718
-87% -$487K ﹤0.01% 1328
2021
Q2
$482K Sell
827
-703
-46% -$410K 0.01% 1011
2021
Q1
$695K Sell
1,530
-553
-27% -$251K 0.01% 937
2020
Q4
$826K Sell
2,083
-749
-26% -$297K 0.01% 828
2020
Q3
$828K Sell
2,832
-690
-20% -$202K 0.02% 760
2020
Q2
$790K Sell
3,522
-52
-1% -$11.7K 0.02% 753
2020
Q1
$476K Sell
3,574
-80
-2% -$10.7K 0.01% 841
2019
Q4
$579K Sell
3,654
-4,221
-54% -$669K 0.01% 940
2019
Q3
$1.19M Buy
7,875
+803
+11% +$122K 0.02% 692
2019
Q2
$1.21M Buy
7,072
+500
+8% +$85.3K 0.02% 712
2019
Q1
$1.09M Buy
6,572
+584
+10% +$97K 0.02% 794
2018
Q4
$753K Buy
5,988
+2,631
+78% +$331K 0.02% 865
2018
Q3
$507K Buy
+3,357
New +$507K 0.01% 1056