J.P. Morgan Private Wealth Advisors’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.16M | Sell |
16,577
-28,633
| -63% | -$14.1M | 0.02% | 406 |
|
|
2023
Q2 | $24.1M | Buy |
45,210
+28,726
| +174% | +$15.3M | 0.12% | 147 |
|
|
2023
Q1 | $7.07M | Buy |
16,484
+9,610
| +140% | +$4.12M | 0.02% | 507 |
|
|
2022
Q4 | $1.99M | Sell |
6,874
-951
| -12% | -$275K | ﹤0.01% | 857 |
|
|
2022
Q3 | $2.11M | Buy |
7,825
+178
| +2% | +$48.1K | 0.01% | 820 |
|
|
2022
Q2 | $2.3M | Buy |
7,647
+877
| +13% | +$264K | 0.01% | 798 |
|
|
2022
Q1 | $3.22M | Sell |
6,770
-6,901
| -50% | -$3.28M | 0.01% | 740 |
|
|
2021
Q4 | $9.01M | Sell |
13,671
-2,447
| -15% | -$1.61M | 0.02% | 459 |
|
|
2021
Q3 | $10.9M | Buy |
16,118
+7,608
| +89% | +$5.14M | 0.03% | 408 |
|
|
2021
Q2 | $4.96M | Buy |
8,510
+4,295
| +102% | +$2.5M | 0.01% | 598 |
|
|
2021
Q1 | $1.91M | Sell |
4,215
-1,279
| -23% | -$581K | 0.01% | 788 |
|
|
2020
Q4 | $2.18M | Buy |
5,494
+139
| +3% | +$55.1K | 0.01% | 698 |
|
|
2020
Q3 | $1.57M | Buy |
5,355
+389
| +8% | +$114K | 0.01% | 724 |
|
|
2020
Q2 | $1.11M | Sell |
4,966
-95
| -2% | -$21.3K | 0.01% | 769 |
|
|
2020
Q1 | $674K | Sell |
5,061
-23,277
| -82% | -$3.1M | ﹤0.01% | 831 |
|
|
2019
Q4 | $4.49M | Buy |
28,338
+23,961
| +547% | +$3.8M | 0.02% | 445 |
|
|
2019
Q3 | $664K | Buy |
4,377
+218
| +5% | +$33.1K | ﹤0.01% | 912 |
|
|
2019
Q2 | $709K | Sell |
4,159
-14
| -0.3% | -$2.39K | ﹤0.01% | 865 |
|
|
2019
Q1 | $694K | Sell |
4,173
-27,593
| -87% | -$4.59M | ﹤0.01% | 902 |
|
|
2018
Q4 | $3.99M | Buy |
31,766
+4
| +0% | +$503 | 0.02% | 407 |
|
|
2018
Q3 | $4.79M | Buy |
31,762
+4
| +0% | +$604 | 0.02% | 435 |
|
|
2018
Q2 | $3.98M | Sell |
31,758
-24,892
| -44% | -$3.12M | 0.02% | 452 |
|
|
2018
Q1 | $6.14M | Buy |
+56,650
| New | +$6.14M | 0.04% | 297 |
|
|
2016
Q2 | – | Sell |
-6,924
| Closed | -$302K | – | 1284 |
|
|
2016
Q1 | $302K | Buy |
6,924
+3,000
| +76% | +$131K | ﹤0.01% | 945 |
|
|
2015
Q4 | $221K | Buy |
+3,924
| New | +$221K | ﹤0.01% | 992 |
|