Gilbert & Cook’s HubSpot HUBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$999K Buy
1,795
+39
+2% +$21.7K 0.14% 69
2025
Q1
$1M Buy
1,756
+1
+0.1% +$571 0.15% 65
2024
Q4
$1.22M Sell
1,755
-9
-0.5% -$6.27K 0.17% 56
2024
Q3
$938K Sell
1,764
-40
-2% -$21.3K 0.13% 73
2024
Q2
$1.06M Sell
1,804
-189
-9% -$111K 0.16% 60
2024
Q1
$1.25M Buy
1,993
+28
+1% +$17.5K 0.17% 59
2023
Q4
$1.14M Buy
1,965
+737
+60% +$428K 0.16% 59
2023
Q3
$605K Buy
1,228
+828
+207% +$408K 0.1% 101
2023
Q2
$213K Buy
+400
New +$213K 0.03% 211
2022
Q2
Sell
-556
Closed -$264K 212
2022
Q1
$264K Buy
+556
New +$264K 0.04% 186