Integrated Wealth Concepts’s HubSpot HUBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$701K Sell
1,258
-403
-24% -$224K 0.01% 1097
2025
Q1
$949K Buy
1,661
+109
+7% +$62.3K 0.01% 853
2024
Q4
$1.08M Buy
1,552
+279
+22% +$194K 0.01% 775
2024
Q3
$677K Sell
1,273
-702
-36% -$373K 0.01% 957
2024
Q2
$1.16M Buy
1,975
+132
+7% +$77.9K 0.02% 695
2024
Q1
$1.15M Buy
1,843
+609
+49% +$382K 0.02% 696
2023
Q4
$716K Buy
1,234
+7
+0.6% +$4.06K 0.01% 855
2023
Q3
$604K Sell
1,227
-102
-8% -$50.2K 0.01% 898
2023
Q2
$707K Buy
+1,329
New +$707K 0.01% 822