Creative Planning’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.62M | Buy |
8,293
+340
| +4% | +$189K | ﹤0.01% | 797 |
|
|
2025
Q1 | $4.54M | Buy |
7,953
+772
| +11% | +$441K | ﹤0.01% | 748 |
|
|
2024
Q4 | $5M | Buy |
7,181
+475
| +7% | +$331K | ﹤0.01% | 660 |
|
|
2024
Q3 | $3.57M | Buy |
6,706
+650
| +11% | +$346K | ﹤0.01% | 781 |
|
|
2024
Q2 | $3.57M | Buy |
6,056
+18
| +0.3% | +$10.6K | ﹤0.01% | 745 |
|
|
2024
Q1 | $3.78M | Buy |
6,038
+331
| +6% | +$207K | ﹤0.01% | 706 |
|
|
2023
Q4 | $3.31M | Sell |
5,707
-1,681
| -23% | -$976K | 0.01% | 700 |
|
|
2023
Q3 | $3.64M | Sell |
7,388
-805
| -10% | -$396K | ﹤0.01% | 623 |
|
|
2023
Q2 | $4.36M | Hold |
8,193
| – | – | 0.01% | 559 |
|
|
2023
Q1 | $3.51M | Sell |
8,193
-313
| -4% | -$134K | 0.01% | 593 |
|
|
2022
Q4 | $2.46M | Buy |
8,506
+182
| +2% | +$52.6K | ﹤0.01% | 682 |
|
|
2022
Q3 | $2.25M | Sell |
8,324
-319
| -4% | -$86.2K | ﹤0.01% | 665 |
|
|
2022
Q2 | $2.6M | Buy |
8,643
+179
| +2% | +$53.8K | ﹤0.01% | 627 |
|
|
2022
Q1 | $4.02M | Buy |
8,464
+5,984
| +241% | +$2.84M | 0.01% | 509 |
|
|
2021
Q4 | $1.64M | Buy |
2,480
+713
| +40% | +$470K | ﹤0.01% | 755 |
|
|
2021
Q3 | $1.2M | Sell |
1,767
-31
| -2% | -$21K | ﹤0.01% | 869 |
|
|
2021
Q2 | $1.05M | Buy |
1,798
+782
| +77% | +$456K | ﹤0.01% | 912 |
|
|
2021
Q1 | $461K | Buy |
1,016
+442
| +77% | +$201K | ﹤0.01% | 1469 |
|
|
2020
Q4 | $228K | Buy |
+574
| New | +$228K | ﹤0.01% | 1766 |
|
|
2017
Q3 | – | Sell |
-399
| Closed | -$26K | – | 2646 |
|
|
2017
Q2 | $26K | Hold |
399
| – | – | ﹤0.01% | 2961 |
|
|
2017
Q1 | $24K | Hold |
399
| – | – | ﹤0.01% | 2975 |
|
|
2016
Q4 | $19K | Sell |
399
-122
| -23% | -$5.81K | ﹤0.01% | 3077 |
|
|
2016
Q3 | $30K | Buy |
+521
| New | +$30K | ﹤0.01% | 2707 |
|