Baldwin Wealth Partners’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-643
| Closed | -$367K | – | 228 |
|
|
2025
Q1 | $367K | Hold |
643
| – | – | 0.03% | 166 |
|
|
2024
Q4 | $448K | Hold |
643
| – | – | 0.03% | 160 |
|
|
2024
Q3 | $342K | Buy |
643
+33
| +5% | +$17.5K | 0.02% | 258 |
|
|
2024
Q2 | $360K | Hold |
610
| – | – | 0.03% | 162 |
|
|
2024
Q1 | $382K | Hold |
610
| – | – | 0.03% | 168 |
|
|
2023
Q4 | $354K | Hold |
610
| – | – | 0.03% | 173 |
|
|
2023
Q3 | $300K | Hold |
610
| – | – | 0.03% | 195 |
|
|
2023
Q2 | $325K | Hold |
610
| – | – | 0.03% | 201 |
|
|
2023
Q1 | $262K | Hold |
610
| – | – | 0.02% | 215 |
|
|
2022
Q4 | $176K | Hold |
610
| – | – | 0.02% | 246 |
|
|
2022
Q3 | $165K | Hold |
610
| – | – | 0.02% | 184 |
|
|
2022
Q2 | $183K | Hold |
610
| – | – | 0.02% | 192 |
|
|
2022
Q1 | $290K | Buy |
610
+10
| +2% | +$4.75K | 0.03% | 168 |
|
|
2021
Q4 | $395K | Hold |
600
| – | – | 0.04% | 149 |
|
|
2021
Q3 | $406K | Hold |
600
| – | – | 0.05% | 138 |
|
|
2021
Q2 | $350K | Hold |
600
| – | – | 0.04% | 151 |
|
|
2021
Q1 | $273K | Hold |
600
| – | – | 0.03% | 156 |
|
|
2020
Q4 | $238K | Hold |
600
| – | – | 0.03% | 156 |
|
|
2020
Q3 | $175K | Hold |
600
| – | – | 0.02% | 168 |
|
|
2020
Q2 | $135K | Buy |
+600
| New | +$135K | 0.02% | 184 |
|