Icon 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
$174K Sell
2025
Q2
$245K Sell
2025
Q1
$294K Sell
2024
Q4
$433K Buy
2024
Q3
$324K Sell
2024
Q2
$304K Sell
2024
Q1
$427K Sell
2023
Q4
$415K Buy
2022
Q4
$229K Sell
2022
Q3
$219K Buy