Atria Wealth Solutions’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
401
-723
| -64% | -$403K | 0.01% | 1319 |
|
|
2025
Q1 | $642K | Sell |
1,124
-385
| -26% | -$220K | 0.01% | 1070 |
|
|
2024
Q4 | $1.05M | Sell |
1,509
-11
| -0.7% | -$7.66K | 0.01% | 901 |
|
|
2024
Q3 | $808K | Sell |
1,520
-38
| -2% | -$20.2K | 0.01% | 997 |
|
|
2024
Q2 | $919K | Sell |
1,558
-27
| -2% | -$15.9K | 0.01% | 925 |
|
|
2024
Q1 | $993K | Buy |
1,585
+28
| +2% | +$17.5K | 0.01% | 913 |
|
|
2023
Q4 | $904K | Sell |
1,557
-57
| -4% | -$33.1K | 0.01% | 901 |
|
|
2023
Q3 | $795K | Buy |
1,614
+54
| +3% | +$26.6K | 0.01% | 912 |
|
|
2023
Q2 | $830K | Buy |
1,560
+436
| +39% | +$232K | 0.01% | 924 |
|
|
2023
Q1 | $482K | Buy |
+1,124
| New | +$482K | 0.01% | 1154 |
|
|
2022
Q4 | – | Sell |
-861
| Closed | -$233K | – | 1825 |
|
|
2022
Q3 | $233K | Buy |
+861
| New | +$233K | ﹤0.01% | 1462 |
|
|
2022
Q2 | – | Sell |
-1,231
| Closed | -$585K | – | 1719 |
|
|
2022
Q1 | $585K | Buy |
+1,231
| New | +$585K | 0.01% | 978 |
|