Institutional & Family Asset Management’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $85.5K | Sell |
145
-3
| -2% | -$1.77K | 0.01% | 198 |
|
2024
Q1 | $92.7K | Sell |
148
-10
| -6% | -$6.27K | 0.01% | 191 |
|
2023
Q4 | $91.7K | Buy |
158
+2
| +1% | +$1.16K | 0.02% | 196 |
|
2023
Q3 | $76.8K | Hold |
156
| – | – | 0.01% | 193 |
|
2023
Q2 | $83K | Hold |
156
| – | – | 0.01% | 194 |
|
2023
Q1 | $66.9K | Sell |
156
-11
| -7% | -$4.72K | 0.01% | 198 |
|
2022
Q4 | $48.3K | Buy |
167
+5
| +3% | +$1.45K | 0.01% | 220 |
|
2022
Q3 | $44K | Buy |
162
+1
| +0.6% | +$272 | 0.01% | 231 |
|
2022
Q2 | $48K | Buy |
161
+36
| +29% | +$10.7K | 0.01% | 227 |
|
2022
Q1 | $59K | Buy |
125
+29
| +30% | +$13.7K | 0.01% | 241 |
|
2021
Q4 | $63K | Hold |
96
| – | – | 0.01% | 248 |
|
2021
Q3 | $65K | Buy |
+96
| New | +$65K | 0.01% | 290 |
|