EverSource Wealth Advisors’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $176K | Sell |
317
-45
| -12% | -$25K | 0.01% | 908 |
|
|
2025
Q1 | $207K | Buy |
362
+65
| +22% | +$37.1K | 0.01% | 647 |
|
|
2024
Q4 | $207K | Sell |
297
-94
| -24% | -$65.4K | 0.01% | 643 |
|
|
2024
Q3 | $208K | Sell |
391
-52
| -12% | -$27.6K | 0.01% | 543 |
|
|
2024
Q2 | $220K | Buy |
443
+154
| +53% | +$76.5K | 0.01% | 528 |
|
|
2024
Q1 | $175K | Sell |
289
-154
| -35% | -$93.1K | 0.01% | 533 |
|
|
2023
Q4 | $257K | Buy |
443
+2
| +0.5% | +$1.16K | 0.02% | 379 |
|
|
2023
Q3 | $217K | Sell |
441
-6
| -1% | -$2.96K | 0.02% | 383 |
|
|
2023
Q2 | $238K | Buy |
447
+54
| +14% | +$28.7K | 0.03% | 366 |
|
|
2023
Q1 | $168K | Sell |
393
-40
| -9% | -$17.2K | 0.02% | 402 |
|
|
2022
Q4 | $125K | Buy |
433
+238
| +122% | +$68.8K | 0.02% | 448 |
|
|
2022
Q3 | $53K | Sell |
195
-120
| -38% | -$32.6K | 0.01% | 621 |
|
|
2022
Q2 | $94K | Buy |
315
+163
| +107% | +$48.6K | 0.02% | 388 |
|
|
2022
Q1 | $71K | Sell |
152
-103
| -40% | -$48.1K | 0.02% | 407 |
|
|
2021
Q4 | $168K | Buy |
+255
| New | +$168K | 0.05% | 248 |
|