Guerra Pan 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 | $873K | Hold |
1,568
| – | – | 0.58% | 41 |
|
|
2025
Q1 | $896K | Sell |
1,568
-16
| -1% | -$9.14K | 0.7% | 39 |
|
|
2024
Q4 | $1.1M | Hold |
1,584
| – | – | 0.8% | 34 |
|
|
2024
Q3 | $842K | Hold |
1,584
| – | – | 0.67% | 41 |
|
|
2024
Q2 | $934K | Buy |
1,584
+78
| +5% | +$46K | 0.78% | 36 |
|
|
2024
Q1 | $944K | Sell |
1,506
-15
| -1% | -$9.4K | 0.87% | 36 |
|
|
2023
Q4 | $883K | Buy |
1,521
+12
| +0.8% | +$6.97K | 0.84% | 37 |
|
|
2023
Q3 | $743K | Buy |
1,509
+44
| +3% | +$21.7K | 0.86% | 35 |
|
|
2023
Q2 | $780K | Buy |
1,465
+235
| +19% | +$125K | 0.87% | 38 |
|
|
2023
Q1 | $527K | Hold |
1,230
| – | – | 0.66% | 50 |
|
|
2022
Q4 | $356K | Hold |
1,230
| – | – | 0.49% | 58 |
|
|
2022
Q3 | $347K | Hold |
1,230
| – | – | 0.51% | 58 |
|
|
2022
Q2 | $379K | Hold |
1,230
| – | – | 0.47% | 61 |
|
|
2022
Q1 | $454K | Sell |
1,230
-17
| -1% | -$6.28K | 0.55% | 55 |
|
|
2021
Q4 | $822K | Buy |
+1,247
| New | +$822K | 0.81% | 39 |
|