Asset Dedication LLC’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.7K | Buy |
136
+29
| +27% | +$16.1K | 0.01% | 456 |
|
|
2025
Q1 | $61.1K | Sell |
107
-11
| -9% | -$6.28K | 0.01% | 452 |
|
|
2024
Q4 | $82.2K | Hold |
118
| – | – | 0.01% | 401 |
|
|
2024
Q3 | $62.7K | Hold |
118
| – | – | ﹤0.01% | 477 |
|
|
2024
Q2 | $69.6K | Buy |
+118
| New | +$69.6K | ﹤0.01% | 446 |
|
|
2022
Q2 | – | Sell |
-75
| Closed | -$36K | – | 687 |
|
|
2022
Q1 | $36K | Hold |
75
| – | – | ﹤0.01% | 469 |
|
|
2021
Q4 | $50K | Sell |
75
-15
| -17% | -$10K | 0.01% | 407 |
|
|
2021
Q3 | $61K | Buy |
90
+75
| +500% | +$50.8K | 0.01% | 379 |
|
|
2021
Q2 | $9K | Buy |
+15
| New | +$9K | ﹤0.01% | 638 |
|
|
2020
Q4 | – | Sell |
-80
| Closed | -$23K | – | 788 |
|
|
2020
Q3 | $23K | Buy |
+80
| New | +$23K | 0.01% | 423 |
|