Atria Investments’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.12M | Buy |
3,813
+573
| +18% | +$319K | 0.03% | 694 |
|
2025
Q1 | $1.85M | Buy |
3,240
+236
| +8% | +$135K | 0.02% | 737 |
|
2024
Q4 | $2.09M | Buy |
3,004
+51
| +2% | +$35.5K | 0.03% | 664 |
|
2024
Q3 | $1.57M | Sell |
2,953
-501
| -15% | -$266K | 0.02% | 758 |
|
2024
Q2 | $2.04M | Sell |
3,454
-130
| -4% | -$76.7K | 0.03% | 631 |
|
2024
Q1 | $2.25M | Sell |
3,584
-26
| -0.7% | -$16.3K | 0.03% | 608 |
|
2023
Q4 | $2.1M | Buy |
3,610
+347
| +11% | +$201K | 0.03% | 581 |
|
2023
Q3 | $1.61M | Sell |
3,263
-403
| -11% | -$199K | 0.03% | 655 |
|
2023
Q2 | $1.95M | Sell |
3,666
-60
| -2% | -$31.9K | 0.04% | 565 |
|
2023
Q1 | $1.6M | Buy |
+3,726
| New | +$1.6M | 0.03% | 622 |
|
2022
Q2 | – | Sell |
-2,707
| Closed | -$1.29M | – | 801 |
|
2022
Q1 | $1.29M | Buy |
2,707
+411
| +18% | +$195K | 0.02% | 743 |
|
2021
Q4 | $1.51M | Sell |
2,296
-1,065
| -32% | -$702K | 0.03% | 669 |
|
2021
Q3 | $2.27M | Buy |
3,361
+856
| +34% | +$579K | 0.04% | 468 |
|
2021
Q2 | $1.46M | Buy |
+2,505
| New | +$1.46M | 0.03% | 626 |
|
2020
Q1 | – | Sell |
-3,456
| Closed | -$548K | – | 822 |
|
2019
Q4 | $548K | Buy |
3,456
+1,632
| +89% | +$259K | 0.01% | 750 |
|
2019
Q3 | $277K | Sell |
1,824
-186
| -9% | -$28.2K | 0.01% | 741 |
|
2019
Q2 | $373K | Buy |
2,010
+522
| +35% | +$96.9K | 0.01% | 666 |
|
2019
Q1 | $247K | Buy |
+1,488
| New | +$247K | 0.01% | 783 |
|
2018
Q4 | – | Sell |
-1,432
| Closed | -$216K | – | 938 |
|
2018
Q3 | $216K | Sell |
1,432
-365
| -20% | -$55.1K | 0.01% | 904 |
|
2018
Q2 | $225K | Buy |
+1,797
| New | +$225K | 0.01% | 851 |
|