HM Payson & Co’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-68
| Closed | -$36.1K | – | 1080 |
|
|
2024
Q3 | $36.1K | Buy |
68
+18
| +36% | +$9.57K | ﹤0.01% | 683 |
|
|
2024
Q2 | $29.5K | Hold |
50
| – | – | ﹤0.01% | 689 |
|
|
2024
Q1 | $31.3K | Hold |
50
| – | – | ﹤0.01% | 678 |
|
|
2023
Q4 | $29K | Hold |
50
| – | – | ﹤0.01% | 678 |
|
|
2023
Q3 | $24.6K | Hold |
50
| – | – | ﹤0.01% | 703 |
|
|
2023
Q2 | $26.6K | Buy |
+50
| New | +$26.6K | ﹤0.01% | 680 |
|
|
2022
Q1 | – | Sell |
-84
| Closed | -$55K | – | 1093 |
|
|
2021
Q4 | $55K | Buy |
84
+76
| +950% | +$49.8K | ﹤0.01% | 590 |
|
|
2021
Q3 | $5K | Hold |
8
| – | – | ﹤0.01% | 902 |
|
|
2021
Q2 | $5K | Sell |
8
-195
| -96% | -$122K | ﹤0.01% | 889 |
|
|
2021
Q1 | $92K | Hold |
203
| – | – | ﹤0.01% | 496 |
|
|
2020
Q4 | $80K | Sell |
203
-46
| -18% | -$18.1K | ﹤0.01% | 508 |
|
|
2020
Q3 | $73K | Buy |
+249
| New | +$73K | ﹤0.01% | 498 |
|