HHM Wealth 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 | $192K | Hold |
345
| – | – | 0.02% | 207 |
|
|
2025
Q1 | $197K | Hold |
345
| – | – | 0.03% | 183 |
|
|
2024
Q4 | $240K | Buy |
345
+2
| +0.6% | +$1.39K | 0.03% | 169 |
|
|
2024
Q3 | $182K | Hold |
343
| – | – | 0.03% | 180 |
|
|
2024
Q2 | $202K | Buy |
343
+80
| +30% | +$47.2K | 0.03% | 170 |
|
|
2024
Q1 | $165K | Hold |
263
| – | – | 0.03% | 167 |
|
|
2023
Q4 | $153K | Hold |
263
| – | – | 0.03% | 163 |
|
|
2023
Q3 | $130K | Hold |
263
| – | – | 0.03% | 169 |
|
|
2023
Q2 | $140K | Hold |
263
| – | – | 0.03% | 167 |
|
|
2023
Q1 | $113K | Hold |
263
| – | – | 0.02% | 187 |
|
|
2022
Q4 | $76K | Sell |
263
-62
| -19% | -$17.9K | 0.02% | 197 |
|
|
2022
Q3 | $88K | Hold |
325
| – | – | 0.02% | 175 |
|
|
2022
Q2 | $98K | Buy |
325
+1
| +0.3% | +$302 | 0.03% | 196 |
|
|
2022
Q1 | $154K | Hold |
324
| – | – | 0.04% | 165 |
|
|
2021
Q4 | $214K | Buy |
324
+2
| +0.6% | +$1.32K | 0.05% | 131 |
|
|
2021
Q3 | $218K | Buy |
322
+5
| +2% | +$3.39K | 0.06% | 121 |
|
|
2021
Q2 | $185K | Buy |
317
+54
| +21% | +$31.5K | 0.05% | 141 |
|
|
2021
Q1 | $119K | Hold |
263
| – | – | 0.04% | 165 |
|
|
2020
Q4 | $104K | Buy |
+263
| New | +$104K | 0.04% | 163 |
|