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Circle Wealth Management’s HubSpot HUBS Stock Holding History

Circle Wealth Management’s Portfolio HUBS Stock Details HUBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.76M Buy
3,158
+206
+7% +$115K 0.04% 88
2025
Q1 		$1.69M Hold
2,952
– – 0.04% 81
2024
Q4 		$2.06M Buy
2,952
+252
+9% +$176K 0.04% 68
2024
Q3 		$1.44M Buy
2,700
+1,339
+98% +$712K 0.03% 90
2024
Q2 		$803K Buy
+1,361
New +$803K 0.02% 118