Meristem Family Wealth’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $655K | Hold |
1,379
| – | – | 0.07% | 157 |
|
|
2021
Q4 | $909K | Sell |
1,379
-147
| -10% | -$96.9K | 0.08% | 147 |
|
|
2021
Q3 | $1.03M | Hold |
1,526
| – | – | 0.1% | 127 |
|
|
2021
Q2 | $889K | Sell |
1,526
-201
| -12% | -$117K | 0.14% | 102 |
|
|
2021
Q1 | $784K | Hold |
1,727
| – | – | 0.16% | 84 |
|
|
2020
Q4 | $685K | Buy |
+1,727
| New | +$685K | 0.15% | 91 |
|