HNWAG
High Net Worth Advisory Group’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.61M | Sell |
6,481
-260
| -4% | -$145K | 0.96% | 27 |
|
|
2025
Q1 | $3.85M | Buy |
6,741
+288
| +4% | +$165K | 1.09% | 24 |
|
|
2024
Q4 | $4.5M | Sell |
6,453
-167
| -3% | -$116K | 1.26% | 17 |
|
|
2024
Q3 | $3.52M | Sell |
6,620
-182
| -3% | -$96.8K | 0.96% | 26 |
|
|
2024
Q2 | $4.01M | Buy |
6,802
+72
| +1% | +$42.5K | 1.22% | 22 |
|
|
2024
Q1 | $4.22M | Hold |
6,730
| – | – | 1.33% | 19 |
|
|
2023
Q4 | $3.91M | Sell |
6,730
-245
| -4% | -$142K | 1.45% | 17 |
|
|
2023
Q3 | $3.44M | Buy |
6,975
+195
| +3% | +$96K | 1.38% | 18 |
|
|
2023
Q2 | $3.61M | Hold |
6,780
| – | – | 1.4% | 16 |
|
|
2023
Q1 | $2.91M | Hold |
6,780
| – | – | 1.18% | 17 |
|
|
2022
Q4 | $1.96M | Sell |
6,780
-2,950
| -30% | -$853K | 0.76% | 28 |
|
|
2022
Q3 | $2.63M | Buy |
9,730
+50
| +0.5% | +$13.5K | 1.12% | 15 |
|
|
2022
Q2 | $2.91M | Sell |
9,680
-1,100
| -10% | -$331K | 1.21% | 13 |
|
|
2022
Q1 | $5.12M | Sell |
10,780
-2,525
| -19% | -$1.2M | 1.86% | 10 |
|
|
2021
Q4 | $8.77M | Buy |
+13,305
| New | +$8.77M | 3.06% | 5 |
|