Envestnet Portfolio Solutions’s HubSpot HUBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$492K Sell
884
-393
-31% -$219K ﹤0.01% 1102
2025
Q1
$730K Sell
1,277
-181
-12% -$103K ﹤0.01% 903
2024
Q4
$1.02M Buy
1,458
+145
+11% +$101K ﹤0.01% 914
2024
Q3
$698K Sell
1,313
-235
-15% -$125K ﹤0.01% 1042
2024
Q2
$913K Buy
1,548
+173
+13% +$102K ﹤0.01% 889
2024
Q1
$862K Buy
1,375
+191
+16% +$120K ﹤0.01% 889
2023
Q4
$687K Sell
1,184
-19
-2% -$11K ﹤0.01% 920
2023
Q3
$592K Buy
+1,203
New +$592K ﹤0.01% 917