Corient Private Wealth’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.4M | Sell |
2,532
-259
| -9% | -$143K | ﹤0.01% | 1267 |
|
2025
Q1 | $1.59M | Buy |
2,791
+215
| +8% | +$123K | ﹤0.01% | 1067 |
|
2024
Q4 | $1.8M | Sell |
2,576
-48
| -2% | -$33.5K | ﹤0.01% | 1042 |
|
2024
Q3 | $1.39M | Buy |
2,624
+377
| +17% | +$200K | ﹤0.01% | 1231 |
|
2024
Q2 | $1.33M | Buy |
2,247
+58
| +3% | +$34.2K | ﹤0.01% | 1211 |
|
2024
Q1 | $1.37M | Buy |
2,189
+146
| +7% | +$91.5K | ﹤0.01% | 1198 |
|
2023
Q4 | $1.19M | Sell |
2,043
-116
| -5% | -$67.3K | ﹤0.01% | 1221 |
|
2023
Q3 | $1.06M | Buy |
2,159
+495
| +30% | +$244K | ﹤0.01% | 1164 |
|
2023
Q2 | $885K | Sell |
1,664
-287
| -15% | -$153K | ﹤0.01% | 1199 |
|
2023
Q1 | $836K | Buy |
1,951
+603
| +45% | +$259K | ﹤0.01% | 1154 |
|
2022
Q4 | $397K | Buy |
+1,348
| New | +$397K | ﹤0.01% | 1226 |
|