Integrated Wealth Concepts’s Hubbell HUBB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-969
Closed -$321K 1943
2025
Q1
$321K Sell
969
-1,238
-56% -$410K ﹤0.01% 1371
2024
Q4
$924K Sell
2,207
-968
-30% -$405K 0.01% 851
2024
Q3
$1.36M Buy
3,175
+1,980
+166% +$848K 0.02% 680
2024
Q2
$437K Buy
1,195
+401
+51% +$147K 0.01% 1105
2024
Q1
$330K Buy
794
+79
+11% +$32.8K ﹤0.01% 1270
2023
Q4
$235K Sell
715
-4
-0.6% -$1.32K ﹤0.01% 1388
2023
Q3
$225K Buy
+719
New +$225K ﹤0.01% 1363