Concord Wealth Partners’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.91K | Hold |
16
| – | – | ﹤0.01% | 559 |
|
|
2025
Q1 | $9.14K | Hold |
16
| – | – | ﹤0.01% | 518 |
|
|
2024
Q4 | $11.1K | Hold |
16
| – | – | ﹤0.01% | 515 |
|
|
2024
Q3 | $8.51K | Hold |
16
| – | – | ﹤0.01% | 568 |
|
|
2024
Q2 | $9.44K | Hold |
16
| – | – | ﹤0.01% | 513 |
|
|
2024
Q1 | $10K | Sell |
16
-14
| -47% | -$8.77K | ﹤0.01% | 570 |
|
|
2023
Q4 | $17.4K | Hold |
30
| – | – | ﹤0.01% | 498 |
|
|
2023
Q3 | $14.8K | Hold |
30
| – | – | ﹤0.01% | 562 |
|
|
2023
Q2 | $16K | Hold |
30
| – | – | ﹤0.01% | 540 |
|
|
2023
Q1 | $12.9K | Hold |
30
| – | – | ﹤0.01% | 556 |
|
|
2022
Q4 | $8.67K | Buy |
+30
| New | +$8.67K | ﹤0.01% | 654 |
|
|
2022
Q3 | – | Sell |
-16
| Closed | -$5K | – | 584 |
|
|
2022
Q2 | $5K | Hold |
16
| – | – | ﹤0.01% | 820 |
|
|
2022
Q1 | $8K | Hold |
16
| – | – | ﹤0.01% | 819 |
|
|
2021
Q4 | $11K | Buy |
+16
| New | +$11K | ﹤0.01% | 760 |
|