Crewe Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-53
| Closed | -$30.3K | – | 791 |
|
2025
Q1 | $30.3K | Hold |
53
| – | – | ﹤0.01% | 310 |
|
2024
Q4 | $36.9K | Sell |
53
-50
| -49% | -$34.8K | 0.01% | 304 |
|
2024
Q3 | $54.8K | Buy |
103
+28
| +37% | +$14.9K | 0.01% | 289 |
|
2024
Q2 | $44.2K | Buy |
75
+63
| +525% | +$37.2K | 0.01% | 386 |
|
2024
Q1 | $7.52K | Buy |
+12
| New | +$7.52K | ﹤0.01% | 664 |
|
2023
Q2 | – | Sell |
-29
| Closed | -$12.4K | – | 939 |
|
2023
Q1 | $12.4K | Hold |
29
| – | – | ﹤0.01% | 507 |
|
2022
Q4 | $8.39K | Sell |
29
-4
| -12% | -$1.16K | ﹤0.01% | 587 |
|
2022
Q3 | $9K | Buy |
33
+4
| +14% | +$1.09K | ﹤0.01% | 693 |
|
2022
Q2 | $9K | Buy |
+29
| New | +$9K | ﹤0.01% | 624 |
|
2020
Q4 | – | Sell |
-2
| Closed | -$1K | – | 545 |
|
2020
Q3 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 585 |
|