Icon 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 | $245K | Sell |
441
-73
| -14% | -$40.6K | 0.02% | 340 |
|
|
2025
Q1 | $294K | Sell |
514
-107
| -17% | -$61.1K | 0.02% | 292 |
|
|
2024
Q4 | $433K | Buy |
621
+11
| +2% | +$7.66K | 0.04% | 232 |
|
|
2024
Q3 | $324K | Sell |
610
-2
| -0.3% | -$1.06K | 0.03% | 282 |
|
|
2024
Q2 | $304K | Sell |
612
-69
| -10% | -$34.3K | 0.03% | 281 |
|
|
2024
Q1 | $427K | Sell |
681
-33
| -5% | -$20.7K | 0.04% | 228 |
|
|
2023
Q4 | $415K | Buy |
+714
| New | +$415K | 0.04% | 218 |
|
|
2022
Q4 | $229K | Sell |
793
-16
| -2% | -$4.63K | 0.03% | 288 |
|
|
2022
Q3 | $219K | Buy |
+809
| New | +$219K | 0.03% | 283 |
|