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EP Wealth Advisors’s HubSpot HUBS Stock Holding History

EP Wealth Advisors’s Portfolio HUBS Stock Details HUBS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$215K Buy
+385
New +$215K ﹤0.01% 1217
2024
Q4 		– Sell
-723
Closed -$384K – 1278
2024
Q3 		$384K Buy
+723
New +$384K ﹤0.01% 776