Allworth Financial’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $224K | Buy |
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|
2025
Q2 | $153K | Buy |
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|
2025
Q1 | $98.6K | Buy |
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|
2024
Q4 | $109K | Buy |
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|
2024
Q3 | $69K | Buy |
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|
2024
Q2 | $59.8K | Buy |
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|
2024
Q1 | $70.8K | Buy |
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|
2023
Q4 | $52.2K | Sell |
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|
2023
Q3 | $55.7K | Buy |
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|
2023
Q2 | $47.9K | Sell |
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|
2023
Q1 | $43.7K | Buy |
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|
2022
Q4 | $22K | Buy |
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|
2022
Q3 | $8K | Sell |
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|
2022
Q2 | $19K | Buy |
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|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $20K | Buy |
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|
2021
Q3 | $12K | Buy |
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