HHM Wealth Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $160K | Sell |
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|
2025
Q2 | $192K | Hold |
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|
2025
Q1 | $197K | Hold |
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|
2024
Q4 | $240K | Buy |
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|
2024
Q3 | $182K | Hold |
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|
2024
Q2 | $202K | Buy |
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|
2024
Q1 | $165K | Hold |
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|
2023
Q4 | $153K | Hold |
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|
2023
Q3 | $130K | Hold |
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|
2023
Q2 | $140K | Hold |
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|
2023
Q1 | $113K | Hold |
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|
2022
Q4 | $76K | Sell |
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|
2022
Q3 | $88K | Hold |
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|
2022
Q2 | $98K | Buy |
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|
2022
Q1 | $154K | Hold |
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|
2021
Q4 | $214K | Buy |
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|
2021
Q3 | $218K | Buy |
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|
2021
Q2 | $185K | Buy |
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|
2021
Q1 | $119K | Hold |
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|
2020
Q4 | $104K | Buy |
|