Bartlett & Co Wealth Management’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.2K | Hold |
153
| – | – | ﹤0.01% | 579 |
|
|
2025
Q1 | $87.4K | Buy |
153
+109
| +248% | +$62.3K | ﹤0.01% | 565 |
|
|
2024
Q4 | $30.7K | Sell |
44
-4
| -8% | -$2.79K | ﹤0.01% | 734 |
|
|
2024
Q3 | $25.5K | Hold |
48
| – | – | ﹤0.01% | 775 |
|
|
2024
Q2 | $28.3K | Sell |
48
-32
| -40% | -$18.9K | ﹤0.01% | 763 |
|
|
2024
Q1 | $50.1K | Hold |
80
| – | – | ﹤0.01% | 664 |
|
|
2023
Q4 | $47.1K | Hold |
80
| – | – | ﹤0.01% | 715 |
|
|
2023
Q3 | $39.4K | Hold |
80
| – | – | ﹤0.01% | 704 |
|
|
2023
Q2 | $42.6K | Hold |
80
| – | – | ﹤0.01% | 699 |
|
|
2023
Q1 | $34.3K | Hold |
80
| – | – | ﹤0.01% | 625 |
|
|
2022
Q4 | $23.1K | Hold |
80
| – | – | ﹤0.01% | 698 |
|
|
2022
Q3 | $21.6K | Hold |
80
| – | – | ﹤0.01% | 686 |
|
|
2022
Q2 | $24.1K | Hold |
80
| – | – | ﹤0.01% | 698 |
|
|
2022
Q1 | $38K | Buy |
+80
| New | +$38K | ﹤0.01% | 632 |
|
|
2021
Q4 | – | Sell |
-90
| Closed | -$60.8K | – | 610 |
|
|
2021
Q3 | $60.8K | Sell |
90
-2
| -2% | -$1.35K | ﹤0.01% | 479 |
|
|
2021
Q2 | $53.6K | Sell |
92
-10
| -10% | -$5.83K | ﹤0.01% | 495 |
|
|
2021
Q1 | $46.3K | Hold |
102
| – | – | ﹤0.01% | 550 |
|
|
2020
Q4 | $40.4K | Buy |
+102
| New | +$40.4K | ﹤0.01% | 564 |
|