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