Avior Wealth Management’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10
| Closed | -$6.97K | – | 1466 |
|
|
2024
Q4 | $6.97K | Buy |
10
+5
| +100% | +$3.48K | ﹤0.01% | 1750 |
|
|
2024
Q3 | $2.66K | Hold |
5
| – | – | ﹤0.01% | 1928 |
|
|
2024
Q2 | $2.95K | Sell |
5
-220
| -98% | -$130K | ﹤0.01% | 1867 |
|
|
2024
Q1 | $141K | Buy |
+225
| New | +$141K | 0.01% | 821 |
|
|
2023
Q3 | – | Sell |
-837
| Closed | -$445K | – | 1639 |
|
|
2023
Q2 | $445K | Sell |
837
-375
| -31% | -$200K | 0.03% | 371 |
|
|
2023
Q1 | $520K | Hold |
1,212
| – | – | 0.04% | 334 |
|
|
2022
Q4 | $350K | Hold |
1,212
| – | – | 0.03% | 379 |
|
|
2022
Q3 | $327K | Buy |
1,212
+17
| +1% | +$4.59K | 0.03% | 371 |
|
|
2022
Q2 | $359K | Hold |
1,195
| – | – | 0.04% | 321 |
|
|
2022
Q1 | $567K | Sell |
1,195
-206
| -15% | -$97.7K | 0.05% | 268 |
|
|
2021
Q4 | $923K | Sell |
1,401
-135
| -9% | -$88.9K | 0.08% | 215 |
|
|
2021
Q3 | $1.04M | Hold |
1,536
| – | – | 0.09% | 182 |
|
|
2021
Q2 | $895K | Sell |
1,536
-604
| -28% | -$352K | 0.09% | 196 |
|
|
2021
Q1 | $972K | Sell |
2,140
-533
| -20% | -$242K | 0.1% | 180 |
|
|
2020
Q4 | $1.06M | Sell |
2,673
-7
| -0.3% | -$2.77K | 0.13% | 147 |
|
|
2020
Q3 | $783K | Buy |
2,680
+170
| +7% | +$49.7K | 0.11% | 167 |
|
|
2020
Q2 | $563K | Sell |
2,510
-660
| -21% | -$148K | 0.09% | 209 |
|
|
2020
Q1 | $422K | Hold |
3,170
| – | – | 0.08% | 224 |
|
|
2019
Q4 | $502K | Buy |
3,170
+1,090
| +52% | +$173K | 0.08% | 224 |
|
|
2019
Q3 | $315K | Buy |
+2,080
| New | +$315K | 0.06% | 290 |
|