GWM
GDS Wealth Management’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.35M | Buy |
16,796
+7,449
| +80% | +$4.15M | 0.68% | 63 |
|
|
2025
Q1 | $5.34M | Buy |
9,347
+3,503
| +60% | +$2M | 0.46% | 69 |
|
|
2024
Q4 | $4.07M | Buy |
5,844
+1,801
| +45% | +$1.25M | 0.37% | 55 |
|
|
2024
Q3 | $2.15M | Buy |
+4,043
| New | +$2.15M | 0.21% | 61 |
|