Clearstead Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
383
+46
| +14% | +$25.6K | ﹤0.01% | 873 |
|
|
2025
Q1 | $193K | Buy |
337
+61
| +22% | +$34.8K | ﹤0.01% | 846 |
|
|
2024
Q4 | $192K | Sell |
276
-1
| -0.4% | -$697 | ﹤0.01% | 870 |
|
|
2024
Q3 | $147K | Sell |
277
-41
| -13% | -$21.8K | ﹤0.01% | 934 |
|
|
2024
Q2 | $188K | Buy |
318
+100
| +46% | +$59K | ﹤0.01% | 837 |
|
|
2024
Q1 | $130K | Buy |
218
+5
| +2% | +$2.99K | 0.01% | 551 |
|
|
2023
Q4 | $124K | Sell |
213
-103
| -33% | -$59.8K | 0.01% | 546 |
|
|
2023
Q3 | $156K | Buy |
316
+19
| +6% | +$9.36K | ﹤0.01% | 626 |
|
|
2023
Q2 | $158K | Buy |
297
+25
| +9% | +$13.3K | 0.01% | 465 |
|
|
2023
Q1 | $117K | Buy |
272
+130
| +92% | +$55.7K | 0.01% | 484 |
|
|
2022
Q4 | $41.1K | Hold |
142
| – | – | ﹤0.01% | 653 |
|
|
2022
Q3 | $38K | Hold |
142
| – | – | ﹤0.01% | 658 |
|
|
2022
Q2 | $43K | Hold |
142
| – | – | ﹤0.01% | 646 |
|
|
2022
Q1 | $67K | Hold |
142
| – | – | ﹤0.01% | 632 |
|
|
2021
Q4 | $94K | Sell |
142
-106
| -43% | -$70.2K | 0.01% | 535 |
|
|
2021
Q3 | $168K | Hold |
248
| – | – | 0.01% | 396 |
|
|
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% | +$1.45K | 0.01% | 411 |
|
|
2020
Q2 | $55K | Hold |
243
| – | – | 0.01% | 423 |
|
|
2020
Q1 | $32K | Buy |
+243
| New | +$32K | ﹤0.01% | 453 |
|