HB 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
Q2 | $443K | Sell |
796
-273
| -26% | -$152K | ﹤0.01% | 771 |
|
|
2025
Q1 | $611K | Buy |
1,069
+288
| +37% | +$165K | 0.01% | 687 |
|
|
2024
Q4 | $544K | Sell |
781
-63
| -7% | -$43.9K | 0.01% | 585 |
|
|
2024
Q3 | $449K | Buy |
844
+146
| +21% | +$77.6K | ﹤0.01% | 617 |
|
|
2024
Q2 | $412K | Sell |
698
-194
| -22% | -$114K | ﹤0.01% | 598 |
|
|
2024
Q1 | $559K | Buy |
892
+330
| +59% | +$207K | 0.01% | 463 |
|
|
2023
Q4 | $326K | Buy |
562
+19
| +3% | +$11K | ﹤0.01% | 582 |
|
|
2023
Q3 | $267K | Buy |
543
+35
| +7% | +$17.2K | ﹤0.01% | 596 |
|
|
2023
Q2 | $270K | Sell |
508
-171
| -25% | -$91K | ﹤0.01% | 578 |
|
|
2023
Q1 | $291K | Buy |
+679
| New | +$291K | 0.01% | 541 |
|