JFS Wealth Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.81K | Hold |
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|
2025
Q2 | $3.34K | Sell |
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|
2025
Q1 | $5.14K | Buy |
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|
2024
Q4 | $4.88K | Hold |
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|
2024
Q3 | $3.72K | Hold |
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|
2024
Q2 | $4.13K | Hold |
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|
2024
Q1 | $4.39K | Hold |
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|
2023
Q4 | $4.06K | Hold |
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|
2023
Q3 | $3.45K | Hold |
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|
2023
Q2 | $3.73K | Hold |
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|
2023
Q1 | $3K | Buy |
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|
2022
Q4 | $867 | Sell |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $4K | Sell |
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|
2022
Q1 | $7K | Buy |
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|
2021
Q4 | $8K | Buy |
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|
2021
Q3 | $7K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $1K | Buy |
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