J.W. Cole Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Sell |
605
-114
| -16% | -$63.5K | 0.01% | 1084 |
|
|
2025
Q1 | $411K | Buy |
719
+15
| +2% | +$8.57K | 0.01% | 829 |
|
|
2024
Q4 | $491K | Buy |
704
+65
| +10% | +$45.3K | 0.02% | 603 |
|
|
2024
Q3 | $340K | Buy |
639
+233
| +57% | +$124K | 0.01% | 734 |
|
|
2024
Q2 | $239K | Buy |
+406
| New | +$239K | 0.01% | 783 |
|