BFA
Benedict Financial Advisors’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Hold |
515
| – | – | 0.06% | 118 |
|
|
2025
Q1 | $294K | Hold |
515
| – | – | 0.07% | 117 |
|
|
2024
Q4 | $359K | Hold |
515
| – | – | 0.09% | 108 |
|
|
2024
Q3 | $274K | Hold |
515
| – | – | 0.06% | 115 |
|
|
2024
Q2 | $304K | Hold |
515
| – | – | 0.08% | 114 |
|
|
2024
Q1 | $323K | Hold |
515
| – | – | 0.08% | 114 |
|
|
2023
Q4 | $299K | Hold |
515
| – | – | 0.08% | 113 |
|
|
2023
Q3 | $254K | Hold |
515
| – | – | 0.07% | 116 |
|
|
2023
Q2 | $274K | Hold |
515
| – | – | 0.08% | 111 |
|
|
2023
Q1 | $221K | Buy |
+515
| New | +$221K | 0.06% | 114 |
|
|
2022
Q2 | – | Sell |
-515
| Closed | -$245K | – | 119 |
|
|
2022
Q1 | $245K | Hold |
515
| – | – | 0.07% | 116 |
|
|
2021
Q4 | $339K | Hold |
515
| – | – | 0.09% | 112 |
|
|
2021
Q3 | $348K | Hold |
515
| – | – | 0.1% | 110 |
|
|
2021
Q2 | $300K | Hold |
515
| – | – | 0.08% | 113 |
|
|
2021
Q1 | $234K | Hold |
515
| – | – | 0.07% | 122 |
|
|
2020
Q4 | $204K | Buy |
+515
| New | +$204K | 0.07% | 106 |
|