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