Burney Company’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
380
-510
| -57% | -$284K | 0.01% | 550 |
|
|
2025
Q1 | $508K | Sell |
890
-500
| -36% | -$286K | 0.02% | 417 |
|
|
2024
Q4 | $969K | Sell |
1,390
-188
| -12% | -$131K | 0.03% | 318 |
|
|
2024
Q3 | $839K | Sell |
1,578
-8,437
| -84% | -$4.49M | 0.03% | 349 |
|
|
2024
Q2 | $5.91M | Buy |
10,015
+249
| +3% | +$147K | 0.23% | 107 |
|
|
2024
Q1 | $6.12M | Buy |
9,766
+487
| +5% | +$305K | 0.23% | 108 |
|
|
2023
Q4 | $5.39M | Buy |
9,279
+240
| +3% | +$139K | 0.23% | 119 |
|
|
2023
Q3 | $4.45M | Buy |
+9,039
| New | +$4.45M | 0.21% | 128 |
|