First Horizon 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 | $332K | Buy |
597
+27
| +5% | +$15K | 0.01% | 424 |
|
2025
Q1 | $326K | Sell |
570
-68
| -11% | -$38.8K | 0.01% | 414 |
|
2024
Q4 | $445K | Buy |
638
+15
| +2% | +$10.5K | 0.01% | 357 |
|
2024
Q3 | $331K | Sell |
623
-6
| -1% | -$3.19K | 0.01% | 424 |
|
2024
Q2 | $371K | Buy |
629
+35
| +6% | +$20.6K | 0.01% | 381 |
|
2024
Q1 | $372K | Sell |
594
-14
| -2% | -$8.77K | 0.01% | 387 |
|
2023
Q4 | $353K | Buy |
608
+11
| +2% | +$6.39K | 0.01% | 380 |
|
2023
Q3 | $294K | Sell |
597
-40
| -6% | -$19.7K | 0.01% | 399 |
|
2023
Q2 | $339K | Buy |
637
+9
| +1% | +$4.79K | 0.01% | 386 |
|
2023
Q1 | $269K | Buy |
628
+19
| +3% | +$8.15K | 0.01% | 420 |
|
2022
Q4 | $176K | Buy |
609
+116
| +24% | +$33.5K | 0.01% | 479 |
|
2022
Q3 | $133K | Buy |
493
+25
| +5% | +$6.74K | 0.01% | 530 |
|
2022
Q2 | $139K | Buy |
468
+347
| +287% | +$103K | ﹤0.01% | 551 |
|
2022
Q1 | $58K | Sell |
121
-99
| -45% | -$47.5K | ﹤0.01% | 599 |
|
2021
Q4 | $144K | Sell |
220
-29
| -12% | -$19K | ﹤0.01% | 579 |
|
2021
Q3 | $168K | Buy |
249
+16
| +7% | +$10.8K | 0.01% | 540 |
|
2021
Q2 | $135K | Hold |
233
| – | – | 0.01% | 472 |
|
2021
Q1 | $104K | Sell |
233
-35
| -13% | -$15.6K | 0.01% | 498 |
|
2020
Q4 | $105K | Sell |
268
-53
| -17% | -$20.8K | 0.01% | 422 |
|
2020
Q3 | $93K | Sell |
321
-155
| -33% | -$44.9K | 0.01% | 414 |
|
2020
Q2 | $106K | Buy |
476
+40
| +9% | +$8.91K | 0.01% | 387 |
|
2020
Q1 | $58K | Buy |
436
+38
| +10% | +$5.06K | 0.01% | 455 |
|
2019
Q4 | $63K | Buy |
398
+70
| +21% | +$11.1K | ﹤0.01% | 520 |
|
2019
Q3 | $49K | Sell |
328
-23
| -7% | -$3.44K | ﹤0.01% | 555 |
|
2019
Q2 | $59K | Buy |
351
+130
| +59% | +$21.9K | ﹤0.01% | 537 |
|
2019
Q1 | $36K | Hold |
221
| – | – | ﹤0.01% | 609 |
|
2018
Q4 | $27K | Hold |
221
| – | – | ﹤0.01% | 682 |
|
2018
Q3 | $33K | Sell |
221
-53
| -19% | -$7.91K | ﹤0.01% | 698 |
|
2018
Q2 | $34K | Sell |
274
-42
| -13% | -$5.21K | ﹤0.01% | 691 |
|
2018
Q1 | $35K | Sell |
316
-29
| -8% | -$3.21K | ﹤0.01% | 594 |
|
2017
Q4 | $30K | Hold |
345
| – | – | ﹤0.01% | 681 |
|
2017
Q3 | $29K | Hold |
345
| – | – | ﹤0.01% | 654 |
|
2017
Q2 | $23K | Hold |
345
| – | – | ﹤0.01% | 731 |
|
2017
Q1 | $23K | Buy |
345
+60
| +21% | +$4K | ﹤0.01% | 765 |
|
2016
Q4 | $15K | Hold |
285
| – | – | ﹤0.01% | 876 |
|
2016
Q3 | $15K | Buy |
+285
| New | +$15K | ﹤0.01% | 869 |
|