Focused Wealth Management’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-361
| Closed | -$252K | – | 183 |
|
|
2024
Q4 | $252K | Sell |
361
-20
| -5% | -$13.9K | 0.03% | 130 |
|
|
2024
Q3 | $203K | Buy |
381
+1
| +0.3% | +$532 | 0.03% | 175 |
|
|
2024
Q2 | $224K | Buy |
380
+250
| +192% | +$147K | 0.03% | 135 |
|
|
2024
Q1 | $81.5K | Buy |
+130
| New | +$81.5K | 0.01% | 158 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$289 | – | 1059 |
|
|
2022
Q4 | $289 | Sell |
1
-3
| -75% | -$867 | ﹤0.01% | 955 |
|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 815 |
|
|
2022
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 788 |
|
|
2022
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 739 |
|
|
2021
Q4 | $3K | Hold |
4
| – | – | ﹤0.01% | 716 |
|
|
2021
Q3 | $3K | Hold |
4
| – | – | ﹤0.01% | 719 |
|
|
2021
Q2 | $2K | Buy |
+4
| New | +$2K | ﹤0.01% | 754 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 712 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 705 |
|