Caprock Group’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-518
| Closed | -$361K | – | 1124 |
|
2024
Q4 | $361K | Sell |
518
-155
| -23% | -$108K | 0.01% | 733 |
|
2024
Q3 | $358K | Buy |
673
+97
| +17% | +$51.6K | 0.01% | 666 |
|
2024
Q2 | $340K | Buy |
576
+133
| +30% | +$78.4K | 0.01% | 645 |
|
2024
Q1 | $278K | Buy |
443
+54
| +14% | +$33.8K | 0.02% | 582 |
|
2023
Q4 | $226K | Buy |
+389
| New | +$226K | 0.01% | 619 |
|