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