Belpointe Asset 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 | – | Sell |
-1,462
| Closed | -$835K | – | 980 |
|
2025
Q1 | $835K | Buy |
+1,462
| New | +$835K | 0.04% | 388 |
|
2024
Q2 | – | Sell |
-342
| Closed | -$214K | – | 890 |
|
2024
Q1 | $214K | Sell |
342
-4
| -1% | -$2.51K | 0.02% | 720 |
|
2023
Q4 | $201K | Buy |
+346
| New | +$201K | 0.02% | 665 |
|
2023
Q2 | – | Sell |
-220
| Closed | -$94.3K | – | 1799 |
|
2023
Q1 | $94.3K | Buy |
220
+18
| +9% | +$7.72K | 0.01% | 1342 |
|
2022
Q4 | $58.4K | Buy |
+202
| New | +$58.4K | ﹤0.01% | 1512 |
|
2022
Q1 | – | Sell |
-205
| Closed | -$135K | – | 1255 |
|
2021
Q4 | $135K | Sell |
205
-5
| -2% | -$3.29K | 0.01% | 1070 |
|
2021
Q3 | $143K | Sell |
210
-852
| -80% | -$580K | 0.01% | 1001 |
|
2021
Q2 | $619K | Buy |
+1,062
| New | +$619K | 0.04% | 427 |
|
2020
Q4 | – | Sell |
-726
| Closed | -$212K | – | 966 |
|
2020
Q3 | $212K | Sell |
726
-513
| -41% | -$150K | 0.02% | 528 |
|
2020
Q2 | $278K | Buy |
1,239
+342
| +38% | +$76.7K | 0.04% | 424 |
|
2020
Q1 | $119K | Buy |
+897
| New | +$119K | 0.02% | 565 |
|