Independent Advisor Alliance’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Sell |
1,445
-253
| -15% | -$141K | 0.02% | 457 |
|
|
2025
Q1 | $970K | Sell |
1,698
-94
| -5% | -$53.7K | 0.03% | 378 |
|
|
2024
Q4 | $1.25M | Buy |
1,792
+171
| +11% | +$119K | 0.02% | 653 |
|
|
2024
Q3 | $862K | Sell |
1,621
-65
| -4% | -$34.6K | 0.03% | 353 |
|
|
2024
Q2 | $994K | Sell |
1,686
-37
| -2% | -$21.8K | 0.03% | 328 |
|
|
2024
Q1 | $1.08M | Buy |
1,723
+18
| +1% | +$11.3K | 0.04% | 307 |
|
|
2023
Q4 | $990K | Sell |
1,705
-47
| -3% | -$27.3K | 0.04% | 313 |
|
|
2023
Q3 | $863K | Sell |
1,752
-57
| -3% | -$28.1K | 0.04% | 318 |
|
|
2023
Q2 | $963K | Sell |
1,809
-47
| -3% | -$25K | 0.04% | 309 |
|
|
2023
Q1 | $796K | Buy |
+1,856
| New | +$796K | 0.04% | 327 |
|
|
2022
Q4 | – | Sell |
-1,738
| Closed | -$470K | – | 513 |
|
|
2022
Q3 | $470K | Sell |
1,738
-2
| -0.1% | -$541 | 0.03% | 386 |
|
|
2022
Q2 | $523K | Sell |
1,740
-36
| -2% | -$10.8K | 0.03% | 361 |
|
|
2022
Q1 | $844K | Sell |
1,776
-22
| -1% | -$10.5K | 0.04% | 304 |
|
|
2021
Q4 | $1.19M | Buy |
1,798
+12
| +0.7% | +$7.91K | 0.06% | 250 |
|
|
2021
Q3 | $1.21M | Sell |
1,786
-142
| -7% | -$96K | 0.07% | 237 |
|
|
2021
Q2 | $1.12M | Buy |
1,928
+14
| +0.7% | +$8.16K | 0.06% | 257 |
|
|
2021
Q1 | $869K | Buy |
1,914
+13
| +0.7% | +$5.9K | 0.05% | 278 |
|
|
2020
Q4 | $754K | Buy |
1,901
+147
| +8% | +$58.3K | 0.05% | 267 |
|
|
2020
Q3 | $513K | Sell |
1,754
-249
| -12% | -$72.8K | 0.04% | 293 |
|
|
2020
Q2 | $449K | Buy |
+2,003
| New | +$449K | 0.05% | 290 |
|