Compass Wealth Management’s Hubbell HUBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-565
| Closed | -$187K | – | 262 |
|
|
2025
Q1 | $187K | Sell |
565
-1,190
| -68% | -$394K | 0.05% | 151 |
|
|
2024
Q4 | $735K | Hold |
1,755
| – | – | 0.18% | 89 |
|
|
2024
Q3 | $752K | Sell |
1,755
-280
| -14% | -$120K | 0.18% | 93 |
|
|
2024
Q2 | $744K | Buy |
2,035
+220
| +12% | +$80.4K | 0.18% | 93 |
|
|
2024
Q1 | $753K | Buy |
1,815
+1,715
| +1,715% | +$712K | 0.19% | 98 |
|
|
2023
Q4 | $32.9K | Sell |
100
-250
| -71% | -$82.2K | 0.01% | 278 |
|
|
2023
Q3 | $110K | Hold |
350
| – | – | 0.03% | 179 |
|
|
2023
Q2 | $116K | Hold |
350
| – | – | 0.04% | 176 |
|
|
2023
Q1 | $85.2K | Hold |
350
| – | – | 0.03% | 196 |
|
|
2022
Q4 | $82.1K | Buy |
+350
| New | +$82.1K | 0.03% | 197 |
|