AWA
Alta Wealth Advisors’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-730
| Closed | -$417K | – | 129 |
|
|
2025
Q1 | $417K | Hold |
730
| – | – | 0.19% | 90 |
|
|
2024
Q4 | $509K | Sell |
730
-1,231
| -63% | -$858K | 0.22% | 84 |
|
|
2024
Q3 | $1.04M | Sell |
1,961
-86
| -4% | -$45.7K | 0.48% | 50 |
|
|
2024
Q2 | $1.21M | Buy |
+2,047
| New | +$1.21M | 0.6% | 42 |
|
|
2022
Q2 | – | Sell |
-1,413
| Closed | -$671K | – | 142 |
|
|
2022
Q1 | $671K | Sell |
1,413
-528
| -27% | -$251K | 0.4% | 74 |
|
|
2021
Q4 | $1.28M | Sell |
1,941
-43
| -2% | -$28.3K | 0.79% | 33 |
|
|
2021
Q3 | $1.34M | Sell |
1,984
-106
| -5% | -$71.6K | 0.97% | 25 |
|
|
2021
Q2 | $1.22M | Buy |
2,090
+66
| +3% | +$38.5K | 0.89% | 31 |
|
|
2021
Q1 | $919K | Sell |
2,024
-219
| -10% | -$99.4K | 0.77% | 46 |
|
|
2020
Q4 | $889K | Buy |
+2,243
| New | +$889K | 0.75% | 45 |
|