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