EverSource Wealth Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $322K | Buy |
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|
2025
Q2 | $176K | Sell |
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|
2025
Q1 | $207K | Buy |
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|
2024
Q4 | $207K | Sell |
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|
2024
Q3 | $208K | Sell |
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|
2024
Q2 | $220K | Buy |
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|
2024
Q1 | $175K | Sell |
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|
2023
Q4 | $257K | Buy |
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|
2023
Q3 | $217K | Sell |
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|
2023
Q2 | $238K | Buy |
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|
2023
Q1 | $168K | Sell |
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|
2022
Q4 | $125K | Buy |
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|
2022
Q3 | $53K | Sell |
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|
2022
Q2 | $94K | Buy |
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|
2022
Q1 | $71K | Sell |
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|
2021
Q4 | $168K | Buy |
|