JWS
Juncture Wealth Strategies’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Sell |
967
-424
| -30% | -$236K | 0.19% | 65 |
|
|
2025
Q1 | $795K | Buy |
1,391
+42
| +3% | +$24K | 0.31% | 55 |
|
|
2024
Q4 | $940K | Buy |
1,349
+40
| +3% | +$27.9K | 0.35% | 45 |
|
|
2024
Q3 | $696K | Sell |
1,309
-622
| -32% | -$331K | 0.27% | 59 |
|
|
2024
Q2 | $1.14M | Buy |
1,931
+18
| +0.9% | +$10.6K | 0.48% | 38 |
|
|
2024
Q1 | $1.2M | Buy |
1,913
+480
| +33% | +$301K | 0.52% | 35 |
|
|
2023
Q4 | $832K | Sell |
1,433
-547
| -28% | -$318K | 0.38% | 48 |
|
|
2023
Q3 | $975K | Buy |
1,980
+619
| +45% | +$305K | 0.48% | 43 |
|
|
2023
Q2 | $724K | Buy |
1,361
+802
| +143% | +$427K | 0.34% | 61 |
|
|
2023
Q1 | $240K | Sell |
559
-330
| -37% | -$141K | 0.12% | 101 |
|
|
2022
Q4 | $257K | Sell |
889
-34
| -4% | -$9.83K | 0.12% | 98 |
|
|
2022
Q3 | $249K | Sell |
923
-1,068
| -54% | -$288K | 0.12% | 94 |
|
|
2022
Q2 | $599K | Sell |
1,991
-359
| -15% | -$108K | 0.3% | 57 |
|
|
2022
Q1 | $1.12M | Sell |
2,350
-525
| -18% | -$249K | 0.53% | 37 |
|
|
2021
Q4 | $1.9M | Buy |
2,875
+259
| +10% | +$171K | 0.9% | 27 |
|
|
2021
Q3 | $1.77M | Buy |
2,616
+205
| +9% | +$139K | 0.93% | 23 |
|
|
2021
Q2 | $1.58M | Sell |
2,411
-548
| -19% | -$360K | 0.91% | 24 |
|
|
2021
Q1 | $1.29M | Sell |
2,959
-179
| -6% | -$78K | 0.81% | 31 |
|
|
2020
Q4 | $1.24M | Sell |
3,138
-51
| -2% | -$20.2K | 0.79% | 28 |
|
|
2020
Q3 | $932K | Buy |
3,189
+8
| +0.3% | +$2.34K | 0.64% | 38 |
|
|
2020
Q2 | $714K | Sell |
3,181
-308
| -9% | -$69.1K | 0.54% | 46 |
|
|
2020
Q1 | $465K | Buy |
3,489
+60
| +2% | +$8K | 0.43% | 52 |
|
|
2019
Q4 | $543K | Sell |
3,429
-280
| -8% | -$44.3K | 0.42% | 59 |
|
|
2019
Q3 | $562K | Sell |
3,709
-215
| -5% | -$32.6K | 0.49% | 51 |
|
|
2019
Q2 | $669K | Sell |
3,924
-146
| -4% | -$24.9K | 0.54% | 49 |
|
|
2019
Q1 | $676K | Sell |
4,070
-326
| -7% | -$54.1K | 0.52% | 49 |
|
|
2018
Q4 | $553K | Buy |
4,396
+1,510
| +52% | +$190K | 0.37% | 58 |
|
|
2018
Q3 | $436K | Sell |
2,886
-158
| -5% | -$23.9K | 0.23% | 83 |
|
|
2018
Q2 | $382K | Sell |
3,044
-420
| -12% | -$52.7K | 0.2% | 79 |
|
|
2018
Q1 | $375K | Sell |
3,464
-975
| -22% | -$106K | 0.21% | 74 |
|
|
2017
Q4 | $392K | Sell |
4,439
-449
| -9% | -$39.7K | 0.22% | 74 |
|
|
2017
Q3 | $411K | Sell |
4,888
-690
| -12% | -$58K | 0.23% | 70 |
|
|
2017
Q2 | $367K | Buy |
5,578
+1,605
| +40% | +$106K | 0.21% | 75 |
|
|
2017
Q1 | $241K | Buy |
+3,973
| New | +$241K | 0.15% | 78 |
|