Cresset Asset Management’s HubSpot HUBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Sell
2,818
-887
-24% -$494K 0.01% 626
2025
Q1
$2.12M Buy
3,705
+88
+2% +$50.3K 0.01% 516
2024
Q4
$2.52M Sell
3,617
-2,609
-42% -$1.82M 0.01% 474
2024
Q3
$3.31M Buy
6,226
+230
+4% +$122K 0.01% 572
2024
Q2
$3.54M Sell
5,996
-7
-0.1% -$4.13K 0.01% 496
2024
Q1
$3.76M Buy
6,003
+641
+12% +$402K 0.02% 424
2023
Q4
$3.11M Sell
5,362
-2,847
-35% -$1.65M 0.02% 419
2023
Q3
$4.04M Sell
8,209
-431
-5% -$212K 0.02% 356
2023
Q2
$4.6M Buy
8,640
+4,771
+123% +$2.54M 0.01% 329
2023
Q1
$1.66M Sell
3,869
-214
-5% -$91.8K 0.03% 253
2022
Q4
$782K Sell
4,083
-39
-0.9% -$7.47K 0.01% 353
2022
Q3
$1.11M Sell
4,122
-45
-1% -$12.2K 0.01% 332
2022
Q2
$1.24M Buy
4,167
+1,180
+40% +$351K 0.02% 332
2022
Q1
$1.42M Sell
2,987
-845
-22% -$401K 0.01% 320
2021
Q4
$2.53M Buy
3,832
+2,333
+156% +$1.54M 0.02% 259
2021
Q3
$1.01M Buy
1,499
+170
+13% +$115K 0.01% 389
2021
Q2
$775K Sell
1,329
-3,125
-70% -$1.82M 0.01% 423
2021
Q1
$2.02M Buy
4,454
+562
+14% +$255K 0.03% 175
2020
Q4
$1.54M Buy
3,892
+177
+5% +$70.2K 0.03% 185
2020
Q3
$1.09M Sell
3,715
-9
-0.2% -$2.63K 0.02% 220
2020
Q2
$835K Buy
+3,724
New +$835K 0.02% 239
2019
Q2
Sell
-430
Closed -$71K 1006
2019
Q1
$71K Buy
430
+332
+339% +$54.8K ﹤0.01% 666
2018
Q4
$12K Buy
+98
New +$12K ﹤0.01% 814