Clearstead Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $57.4K | Sell |
235
-35
| -13% | -$9.82K | ﹤0.01% | 1251 |
|
|
2025
Q4 | $108K | Sell |
270
-197
| -42% | -$81.6K | ﹤0.01% | 1105 |
|
|
2025
Q3 | $218K | Buy |
467
+84
| +22% | +$42.3K | ﹤0.01% | 861 |
|
|
2025
Q2 | $213K | Buy |
383
+46
| +14% | +$26.9K | ﹤0.01% | 877 |
|
|
2025
Q1 | $193K | Buy |
337
+61
| +22% | +$42.8K | ﹤0.01% | 849 |
|
|
2024
Q4 | $192K | Sell |
276
-1
| -0.4% | -$643 | ﹤0.01% | 872 |
|
|
2024
Q3 | $147K | Sell |
277
-41
| -13% | -$20.6K | ﹤0.01% | 936 |
|
|
2024
Q2 | $188K | Buy |
318
+100
| +46% | +$61.3K | ﹤0.01% | 838 |
|
|
2024
Q1 | $130K | Buy |
218
+5
| +2% | +$3K | 0.01% | 551 |
|
|
2023
Q4 | $124K | Sell |
213
-103
| -33% | -$49.6K | 0.01% | 548 |
|
|
2023
Q3 | $156K | Buy |
316
+19
| +6% | +$9.93K | ﹤0.01% | 627 |
|
|
2023
Q2 | $158K | Buy |
297
+25
| +9% | +$11.7K | 0.01% | 465 |
|
|
2023
Q1 | $117K | Buy |
272
+130
| +92% | +$47.4K | 0.01% | 484 |
|
|
2022
Q4 | $41.1K | Hold |
142
| – | – | ﹤0.01% | 654 |
|
|
2022
Q3 | $38K | Hold |
142
| – | – | ﹤0.01% | 660 |
|
|
2022
Q2 | $43K | Hold |
142
| – | – | ﹤0.01% | 648 |
|
|
2022
Q1 | $67K | Hold |
142
| – | – | ﹤0.01% | 634 |
|
|
2021
Q4 | $94K | Sell |
142
-106
| -43% | -$80.2K | 0.01% | 539 |
|
|
2021
Q3 | $168K | Hold |
248
| – | – | 0.01% | 398 |
|
|
2021
Q2 | $145K | Hold |
248
| – | – | 0.01% | 388 |
|
|
2021
Q1 | $113K | Hold |
248
| – | – | 0.01% | 417 |
|
|
2020
Q4 | $98K | Hold |
248
| – | – | 0.01% | 417 |
|
|
2020
Q3 | $72K | Buy |
248
+5
| +2% | +$1.31K | 0.01% | 411 |
|
|
2020
Q2 | $55K | Hold |
243
| – | – | 0.01% | 423 |
|
|
2020
Q1 | $32K | Buy |
+243
| New | +$40.4K | ﹤0.01% | 454 |
|
Other funds holding HUBS
VPM
VCM
