Advisory Research’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-515
| Closed | -$254K | – | 390 |
|
|
2023
Q3 | $254K | Sell |
515
-135
| -21% | -$66.5K | 0.04% | 403 |
|
|
2023
Q2 | $346K | Buy |
+650
| New | +$346K | 0.04% | 356 |
|
|
2020
Q1 | – | Sell |
-1,274
| Closed | -$202K | – | 309 |
|
|
2019
Q4 | $202K | Sell |
1,274
-11,611
| -90% | -$1.84M | 0.01% | 301 |
|
|
2019
Q3 | $1.95M | Sell |
12,885
-1,667
| -11% | -$253K | 0.09% | 124 |
|
|
2019
Q2 | $2.48M | Sell |
14,552
-9,609
| -40% | -$1.64M | 0.05% | 170 |
|
|
2019
Q1 | $4.02M | Sell |
24,161
-8,599
| -26% | -$1.43M | 0.08% | 129 |
|
|
2018
Q4 | $4.12M | Buy |
32,760
+4,959
| +18% | +$624K | 0.09% | 133 |
|
|
2018
Q3 | $4.2M | Sell |
27,801
-14,031
| -34% | -$2.12M | 0.07% | 150 |
|
|
2018
Q2 | $5.25M | Sell |
41,832
-5,185
| -11% | -$650K | 0.08% | 144 |
|
|
2018
Q1 | $5.09M | Sell |
47,017
-23,876
| -34% | -$2.59M | 0.09% | 143 |
|
|
2017
Q4 | $6.27M | Sell |
70,893
-17,902
| -20% | -$1.58M | 0.1% | 137 |
|
|
2017
Q3 | $7.46M | Buy |
88,795
+20,936
| +31% | +$1.76M | 0.12% | 131 |
|
|
2017
Q2 | $4.46M | Sell |
67,859
-61,504
| -48% | -$4.04M | 0.07% | 159 |
|
|
2017
Q1 | $7.83M | Buy |
129,363
+54,580
| +73% | +$3.3M | 0.12% | 122 |
|
|
2016
Q4 | $3.52M | Buy |
+74,783
| New | +$3.52M | 0.05% | 160 |
|