Beacon Pointe Advisors’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,559
| Closed | -$829K | – | 1219 |
|
|
2024
Q3 | $829K | Sell |
1,559
-172
| -10% | -$91.5K | 0.01% | 682 |
|
|
2024
Q2 | $1.02M | Sell |
1,731
-33
| -2% | -$19.5K | 0.01% | 631 |
|
|
2024
Q1 | $1.11M | Sell |
1,764
-2
| -0.1% | -$1.25K | 0.01% | 657 |
|
|
2023
Q4 | $1.03M | Sell |
1,766
-132
| -7% | -$76.6K | 0.01% | 653 |
|
|
2023
Q3 | $935K | Buy |
1,898
+59
| +3% | +$29.1K | 0.01% | 645 |
|
|
2023
Q2 | $978K | Sell |
1,839
-79
| -4% | -$42K | 0.02% | 526 |
|
|
2023
Q1 | $822K | Buy |
1,918
+358
| +23% | +$153K | 0.01% | 597 |
|
|
2022
Q4 | $451K | Buy |
1,560
+144
| +10% | +$41.6K | 0.01% | 725 |
|
|
2022
Q3 | $385K | Buy |
1,416
+639
| +82% | +$174K | 0.01% | 723 |
|
|
2022
Q2 | $232K | Sell |
777
-86
| -10% | -$25.7K | ﹤0.01% | 923 |
|
|
2022
Q1 | $410K | Buy |
863
+160
| +23% | +$76K | 0.01% | 865 |
|
|
2021
Q4 | $463K | Buy |
703
+49
| +7% | +$32.3K | 0.01% | 592 |
|
|
2021
Q3 | $442K | Buy |
654
+44
| +7% | +$29.7K | 0.01% | 572 |
|
|
2021
Q2 | $355K | Buy |
+610
| New | +$355K | 0.01% | 603 |
|