Avantax Advisory Services’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Buy |
1,248
+346
| +38% | +$193K | ﹤0.01% | 1388 |
|
|
2025
Q1 | $515K | Buy |
902
+365
| +68% | +$209K | ﹤0.01% | 1482 |
|
|
2024
Q4 | $374K | Sell |
537
-15
| -3% | -$10.5K | ﹤0.01% | 1633 |
|
|
2024
Q3 | $293K | Sell |
552
-166
| -23% | -$88.2K | ﹤0.01% | 1768 |
|
|
2024
Q2 | $423K | Buy |
718
+364
| +103% | +$215K | ﹤0.01% | 1473 |
|
|
2024
Q1 | $222K | Buy |
354
+9
| +3% | +$5.64K | ﹤0.01% | 1487 |
|
|
2023
Q4 | $200K | Buy |
+345
| New | +$200K | ﹤0.01% | 1477 |
|