Coppell Advisory Solutions’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-46
| Closed | -$32.2K | – | 1012 |
|
|
2024
Q4 | $32.2K | Buy |
46
+22
| +92% | +$15.4K | ﹤0.01% | 720 |
|
|
2024
Q3 | $12.9K | Hold |
24
| – | – | ﹤0.01% | 1006 |
|
|
2024
Q2 | $14.2K | Buy |
+24
| New | +$14.2K | ﹤0.01% | 901 |
|
|
2023
Q4 | $13.9K | Buy |
24
+17
| +243% | +$9.87K | ﹤0.01% | 848 |
|
|
2023
Q3 | $2.02K | Sell |
7
-25
| -78% | -$7.23K | ﹤0.01% | 853 |
|
|
2023
Q2 | $16.5K | Buy |
+32
| New | +$16.5K | ﹤0.01% | 597 |
|
|
2023
Q1 | – | Sell |
-7
| Closed | -$2.02K | – | 605 |
|
|
2022
Q4 | $2.02K | Buy |
+7
| New | +$2.02K | ﹤0.01% | 855 |
|