Avitas Wealth Management’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $1.42M | Buy |
2,038
+17
| +0.8% | +$11.8K | 0.2% | 112 |
|
2024
Q3 | $1.07M | Buy |
2,021
+481
| +31% | +$256K | 0.15% | 139 |
|
2024
Q2 | $908K | Sell |
1,540
-11
| -0.7% | -$6.49K | 0.13% | 144 |
|
2024
Q1 | $972K | Buy |
1,551
+31
| +2% | +$19.4K | 0.15% | 142 |
|
2023
Q4 | $882K | Buy |
1,520
+41
| +3% | +$23.8K | 0.15% | 137 |
|
2023
Q3 | $728K | Buy |
+1,479
| New | +$728K | 0.14% | 142 |
|