Capital Advisors Ltd’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15K | Buy |
27
+10
| +59% | +$5.56K | ﹤0.01% | 691 |
|
2025
Q1 | $10K | Hold |
17
| – | – | ﹤0.01% | 771 |
|
2024
Q4 | $12K | Hold |
17
| – | – | ﹤0.01% | 741 |
|
2024
Q3 | $9K | Sell |
17
-1
| -6% | -$529 | ﹤0.01% | 795 |
|
2024
Q2 | $11K | Buy |
18
+2
| +13% | +$1.22K | ﹤0.01% | 731 |
|
2024
Q1 | $10K | Hold |
16
| – | – | ﹤0.01% | 717 |
|
2023
Q4 | $9K | Hold |
16
| – | – | ﹤0.01% | 710 |
|
2023
Q3 | $8K | Hold |
16
| – | – | ﹤0.01% | 723 |
|
2023
Q2 | $9K | Hold |
16
| – | – | ﹤0.01% | 716 |
|
2023
Q1 | $7K | Hold |
16
| – | – | ﹤0.01% | 614 |
|
2022
Q4 | $5K | Buy |
16
+1
| +7% | +$313 | ﹤0.01% | 660 |
|
2022
Q3 | $4K | Buy |
+15
| New | +$4K | ﹤0.01% | 680 |
|
2022
Q1 | – | Sell |
-1
| Closed | -$1K | – | 1039 |
|
2021
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 682 |
|