JFS Wealth 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 | $3.34K | Sell |
6
-3
| -33% | -$1.67K | ﹤0.01% | 1228 |
|
|
2025
Q1 | $5.14K | Buy |
9
+2
| +29% | +$1.14K | ﹤0.01% | 1115 |
|
|
2024
Q4 | $4.88K | Hold |
7
| – | – | ﹤0.01% | 1133 |
|
|
2024
Q3 | $3.72K | Hold |
7
| – | – | ﹤0.01% | 1228 |
|
|
2024
Q2 | $4.13K | Hold |
7
| – | – | ﹤0.01% | 1142 |
|
|
2024
Q1 | $4.39K | Hold |
7
| – | – | ﹤0.01% | 1146 |
|
|
2023
Q4 | $4.06K | Hold |
7
| – | – | ﹤0.01% | 1139 |
|
|
2023
Q3 | $3.45K | Hold |
7
| – | – | ﹤0.01% | 1149 |
|
|
2023
Q2 | $3.73K | Hold |
7
| – | – | ﹤0.01% | 1138 |
|
|
2023
Q1 | $3K | Buy |
7
+4
| +133% | +$1.72K | ﹤0.01% | 1206 |
|
|
2022
Q4 | $867 | Sell |
3
-10
| -77% | -$2.89K | ﹤0.01% | 1634 |
|
|
2022
Q3 | $4K | Sell |
13
-1
| -7% | -$308 | ﹤0.01% | 1068 |
|
|
2022
Q2 | $4K | Sell |
14
-1
| -7% | -$286 | ﹤0.01% | 1079 |
|
|
2022
Q1 | $7K | Buy |
15
+3
| +25% | +$1.4K | ﹤0.01% | 922 |
|
|
2021
Q4 | $8K | Buy |
12
+2
| +20% | +$1.33K | ﹤0.01% | 722 |
|
|
2021
Q3 | $7K | Buy |
+10
| New | +$7K | ﹤0.01% | 684 |
|
|
2020
Q1 | – | Sell |
-6
| Closed | -$1K | – | 531 |
|
|
2019
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 480 |
|
|
2019
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 476 |
|