JSAM
J. Safra Asset Management’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-424
| Closed | -$242K | – | 337 |
|
|
2025
Q1 | $242K | Buy |
424
+176
| +71% | +$101K | 0.02% | 104 |
|
|
2024
Q4 | $173K | Buy |
248
+104
| +72% | +$72.7K | 0.01% | 137 |
|
|
2024
Q3 | $77.2K | Buy |
144
+57
| +66% | +$30.6K | 0.01% | 130 |
|
|
2024
Q2 | $51.3K | Buy |
87
+76
| +691% | +$44.8K | 0.01% | 140 |
|
|
2024
Q1 | $6.89K | Buy |
+11
| New | +$6.89K | ﹤0.01% | 145 |
|