B.O.S.S. Retirement Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $937K | Sell |
1,684
-121
| -7% | -$67.4K | 0.24% | 83 |
|
2025
Q1 | $1.03M | Sell |
1,805
-148
| -8% | -$84.6K | 0.3% | 68 |
|
2024
Q4 | $1.36M | Buy |
+1,953
| New | +$1.36M | 0.38% | 60 |
|
2024
Q1 | – | Sell |
-3,661
| Closed | -$2.13M | – | 171 |
|
2023
Q4 | $2.13M | Buy |
3,661
+87
| +2% | +$50.5K | 0.41% | 74 |
|
2023
Q3 | $1.76M | Buy |
3,574
+134
| +4% | +$66K | 0.38% | 89 |
|
2023
Q2 | $1.83M | Buy |
3,440
+60
| +2% | +$31.9K | 0.39% | 92 |
|
2023
Q1 | $1.45M | Buy |
3,380
+86
| +3% | +$36.9K | 0.34% | 119 |
|
2022
Q4 | $952K | Buy |
+3,294
| New | +$952K | 0.24% | 141 |
|