Concord Wealth Partners’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.49K | Hold |
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|
2025
Q2 | $8.91K | Hold |
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|
2025
Q1 | $9.14K | Hold |
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|
2024
Q4 | $11.1K | Hold |
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|
2024
Q3 | $8.51K | Hold |
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|
2024
Q2 | $9.44K | Hold |
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|
2024
Q1 | $10K | Sell |
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|
2023
Q4 | $17.4K | Hold |
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|
2023
Q3 | $14.8K | Hold |
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|
2023
Q2 | $16K | Hold |
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|
2023
Q1 | $12.9K | Hold |
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|
2022
Q4 | $8.67K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $8K | Hold |
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|
2021
Q4 | $11K | Buy |
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