Congress Wealth Management’s HubSpot HUBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,039	Closed	-$1.2M	–	856
2024 Q2	$1.2M	Buy	+2,039	New	+$1.2M	0.02%	406
2022 Q2	–	Sell	-527	Closed	-$251K	–	581
2022 Q1	$251K	Buy	+527	New	+$251K	0.01%	541