AE Wealth Management’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
2,385
-233
| -9% | -$130K | 0.01% | 647 |
|
|
2025
Q1 | $1.5M | Sell |
2,618
-561
| -18% | -$321K | 0.01% | 606 |
|
|
2024
Q4 | $2.22M | Sell |
3,179
-449
| -12% | -$313K | 0.02% | 500 |
|
|
2024
Q3 | $1.93M | Sell |
3,628
-635
| -15% | -$338K | 0.02% | 543 |
|
|
2024
Q2 | $2.51M | Sell |
4,263
-591
| -12% | -$349K | 0.03% | 467 |
|
|
2024
Q1 | $3.04M | Sell |
4,854
-13,941
| -74% | -$8.73M | 0.03% | 401 |
|
|
2023
Q4 | $11.1M | Sell |
18,795
-1,303
| -6% | -$767K | 0.06% | 374 |
|
|
2023
Q3 | $9.9M | Buy |
20,098
+998
| +5% | +$492K | 0.06% | 381 |
|
|
2023
Q2 | $10.2M | Sell |
19,100
-14,418
| -43% | -$7.67M | 0.06% | 366 |
|
|
2023
Q1 | $14.4M | Buy |
33,518
+2,309
| +7% | +$990K | 0.09% | 264 |
|
|
2022
Q4 | $9.02M | Buy |
31,209
+13,609
| +77% | +$3.93M | 0.07% | 345 |
|
|
2022
Q3 | $4.75M | Buy |
17,600
+666
| +4% | +$180K | 0.04% | 438 |
|
|
2022
Q2 | $5.09M | Buy |
16,934
+11,369
| +204% | +$3.42M | 0.04% | 407 |
|
|
2022
Q1 | $2.64M | Buy |
5,565
+3,731
| +203% | +$1.77M | 0.02% | 631 |
|
|
2021
Q4 | $1.21M | Buy |
+1,834
| New | +$1.21M | 0.01% | 861 |
|
|
2021
Q1 | – | Sell |
-1,813
| Closed | -$719K | – | 1502 |
|
|
2020
Q4 | $719K | Buy |
+1,813
| New | +$719K | 0.01% | 821 |
|
|
2020
Q3 | – | Sell |
-4,358
| Closed | -$978K | – | 1297 |
|
|
2020
Q2 | $978K | Buy |
+4,358
| New | +$978K | 0.02% | 634 |
|
|
2019
Q3 | – | Sell |
-1,243
| Closed | -$212K | – | 1018 |
|
|
2019
Q2 | $212K | Buy |
+1,243
| New | +$212K | 0.01% | 883 |
|