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Bellwether Advisors’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Hold |
392
| – | – | 0.04% | 117 |
|
|
2025
Q1 | $224K | Sell |
392
-24
| -6% | -$13.7K | 0.05% | 118 |
|
|
2024
Q4 | $290K | Sell |
416
-7,460
| -95% | -$5.19M | 0.05% | 108 |
|
|
2024
Q3 | $4.19M | Buy |
+7,876
| New | +$4.19M | 0.8% | 28 |
|
|
2023
Q2 | – | Sell |
-1
| Closed | -$428 | – | 258 |
|
|
2023
Q1 | $428 | Hold |
1
| – | – | ﹤0.01% | 393 |
|
|
2022
Q4 | $289 | Hold |
1
| – | – | ﹤0.01% | 411 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 495 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 481 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 581 |
|
|
2021
Q3 | – | Sell |
-5,093
| Closed | -$2.97M | – | 579 |
|
|
2021
Q2 | $2.97M | Buy |
5,093
+3,753
| +280% | +$2.19M | 1.02% | 25 |
|
|
2021
Q1 | $608K | Buy |
+1,340
| New | +$608K | 0.24% | 70 |
|