Carson Wealth (CWM LLC)’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Sell |
6,460
-2,521
| -28% | -$1.4M | 0.01% | 698 |
|
|
2025
Q1 | $5.13M | Buy |
8,981
+2,899
| +48% | +$1.66M | 0.02% | 524 |
|
|
2024
Q4 | $4.24M | Buy |
6,082
+1,719
| +39% | +$1.2M | 0.02% | 514 |
|
|
2024
Q3 | $2.32M | Buy |
4,363
+1,972
| +82% | +$1.05M | 0.01% | 652 |
|
|
2024
Q2 | $1.41M | Buy |
2,391
+1,148
| +92% | +$677K | 0.01% | 746 |
|
|
2024
Q1 | $779K | Buy |
1,243
+550
| +79% | +$345K | ﹤0.01% | 959 |
|
|
2023
Q4 | $402K | Buy |
693
+77
| +13% | +$44.7K | ﹤0.01% | 1139 |
|
|
2023
Q3 | $303K | Buy |
616
+178
| +41% | +$87.6K | ﹤0.01% | 1149 |
|
|
2023
Q2 | $233K | Buy |
438
+24
| +6% | +$12.8K | ﹤0.01% | 1195 |
|
|
2023
Q1 | $178K | Sell |
414
-2
| -0.5% | -$860 | ﹤0.01% | 1232 |
|
|
2022
Q4 | $120K | Buy |
416
+70
| +20% | +$20.2K | ﹤0.01% | 1297 |
|
|
2022
Q3 | $93K | Buy |
346
+142
| +70% | +$38.2K | ﹤0.01% | 1367 |
|
|
2022
Q2 | $61K | Sell |
204
-15
| -7% | -$4.49K | ﹤0.01% | 1535 |
|
|
2022
Q1 | $104K | Buy |
219
+89
| +68% | +$42.3K | ﹤0.01% | 1311 |
|
|
2021
Q4 | $86K | Buy |
+130
| New | +$86K | ﹤0.01% | 1348 |
|
|
2021
Q2 | $86K | Hold |
148
| – | – | ﹤0.01% | 1187 |
|
|
2021
Q1 | $86K | Hold |
148
| – | – | ﹤0.01% | 1187 |
|
|
2020
Q4 | $86K | Hold |
148
| – | – | ﹤0.01% | 1187 |
|
|
2020
Q3 | $86K | Hold |
148
| – | – | ﹤0.01% | 1187 |
|
|
2020
Q2 | $86K | Hold |
148
| – | – | ﹤0.01% | 1187 |
|
|
2020
Q1 | $86K | Hold |
148
| – | – | ﹤0.01% | 1187 |
|
|
2019
Q4 | $86K | Hold |
148
| – | – | ﹤0.01% | 1187 |
|
|
2019
Q3 | $86K | Hold |
148
| – | – | ﹤0.01% | 1187 |
|
|
2019
Q2 | $86K | Hold |
148
| – | – | ﹤0.01% | 1187 |
|
|
2019
Q1 | $86K | Sell |
148
-168
| -53% | -$97.6K | ﹤0.01% | 1187 |
|
|
2018
Q4 | $40K | Buy |
+316
| New | +$40K | ﹤0.01% | 923 |
|