Fortis Group 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 | – | Sell |
-463
| Closed | -$265K | – | 543 |
|
|
2025
Q1 | $265K | Sell |
463
-896
| -66% | -$512K | 0.05% | 169 |
|
|
2024
Q4 | $947K | Buy |
1,359
+156
| +13% | +$109K | 0.18% | 101 |
|
|
2024
Q3 | $640K | Buy |
1,203
+49
| +4% | +$26K | 0.12% | 113 |
|
|
2024
Q2 | $681K | Buy |
+1,154
| New | +$681K | 0.14% | 97 |
|