LBWM
Left Brain Wealth Management’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,817
| Closed | -$2.18M | – | 105 |
|
|
2025
Q1 | $2.18M | Sell |
3,817
-254
| -6% | -$145K | 0.95% | 34 |
|
|
2024
Q4 | $2.84M | Buy |
4,071
+181
| +5% | +$126K | 1.07% | 35 |
|
|
2024
Q3 | $2.07M | Sell |
3,890
-27
| -0.7% | -$14.4K | 0.96% | 35 |
|
|
2024
Q2 | $2.31M | Buy |
3,917
+92
| +2% | +$54.3K | 1.08% | 32 |
|
|
2024
Q1 | $2.4M | Buy |
3,825
+871
| +29% | +$546K | 1.16% | 31 |
|
|
2023
Q4 | $1.71M | Sell |
2,954
-40
| -1% | -$23.2K | 0.99% | 38 |
|
|
2023
Q3 | $1.47M | Buy |
2,994
+137
| +5% | +$67.5K | 0.92% | 37 |
|
|
2023
Q2 | $1.52M | Buy |
+2,857
| New | +$1.52M | 0.93% | 37 |
|