Cerity Partners’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Sell |
6,923
-2,831
| -29% | -$1.58M | 0.01% | 929 |
|
|
2025
Q1 | $5.57M | Buy |
9,754
+3,185
| +48% | +$1.82M | 0.01% | 690 |
|
|
2024
Q4 | $4.32M | Buy |
6,569
+1,160
| +21% | +$763K | 0.01% | 769 |
|
|
2024
Q3 | $2.88M | Sell |
5,409
-1,574
| -23% | -$837K | 0.01% | 931 |
|
|
2024
Q2 | $4.12M | Buy |
6,983
+2,614
| +60% | +$1.54M | 0.01% | 662 |
|
|
2024
Q1 | $2.74M | Buy |
4,369
+1,771
| +68% | +$1.11M | 0.01% | 852 |
|
|
2023
Q4 | $1.51M | Buy |
2,598
+549
| +27% | +$319K | 0.01% | 852 |
|
|
2023
Q3 | $1.01M | Buy |
2,049
+145
| +8% | +$71.4K | ﹤0.01% | 754 |
|
|
2023
Q2 | $1.01M | Buy |
1,904
+124
| +7% | +$66K | ﹤0.01% | 923 |
|
|
2023
Q1 | $763K | Sell |
1,780
-195
| -10% | -$83.6K | ﹤0.01% | 1098 |
|
|
2022
Q4 | $571K | Buy |
1,975
+281
| +17% | +$81.2K | ﹤0.01% | 883 |
|
|
2022
Q3 | $458K | Buy |
1,694
+91
| +6% | +$24.6K | 0.01% | 744 |
|
|
2022
Q2 | $482K | Buy |
1,603
+833
| +108% | +$250K | 0.01% | 756 |
|
|
2022
Q1 | $367K | Sell |
770
-756
| -50% | -$360K | 0.01% | 668 |
|
|
2021
Q4 | $1.01M | Buy |
1,526
+932
| +157% | +$617K | 0.02% | 438 |
|
|
2021
Q3 | $402K | Buy |
594
+5
| +0.8% | +$3.38K | 0.01% | 505 |
|
|
2021
Q2 | $343K | Hold |
589
| – | – | 0.01% | 544 |
|
|
2021
Q1 | $268K | Buy |
+589
| New | +$268K | 0.01% | 577 |
|