Bartlett & Co Wealth Management’s HubSpot HUBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$71.6K Hold
2025
Q2
$85.2K Hold
2025
Q1
$87.4K Buy
2024
Q4
$30.7K Sell
2024
Q3
$25.5K Hold
2024
Q2
$28.3K Sell
2024
Q1
$50.1K Hold
2023
Q4
$47.1K Hold
2023
Q3
$39.4K Hold
2023
Q2
$42.6K Hold
2023
Q1
$34.3K Hold
2022
Q4
$23.1K Hold
2022
Q3
$21.6K Hold
2022
Q2
$24.1K Hold
2022
Q1
$38K Buy
2021
Q4
Sell
2021
Q3
$60.8K Sell
2021
Q2
$53.6K Sell
2021
Q1
$46.3K Hold
2020
Q4
$40.4K Buy