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 |
|