Montag & Associates’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.6K | Hold |
104
| – | – | ﹤0.01% | 558 |
|
|
2025
Q1 | $59.1K | Hold |
104
| – | – | ﹤0.01% | 582 |
|
|
2024
Q4 | $72.1K | Buy |
104
+1
| +1% | +$694 | ﹤0.01% | 551 |
|
|
2024
Q3 | $54.8K | Buy |
103
+100
| +3,333% | +$53.2K | ﹤0.01% | 600 |
|
|
2024
Q2 | $1.82K | Hold |
3
| – | – | ﹤0.01% | 876 |
|
|
2024
Q1 | $1.72K | Buy |
3
+1
| +50% | +$575 | ﹤0.01% | 872 |
|
|
2023
Q4 | $1.44K | Sell |
2
-2
| -50% | -$1.44K | ﹤0.01% | 868 |
|
|
2023
Q3 | $1.97K | Hold |
4
| – | – | ﹤0.01% | 846 |
|
|
2023
Q2 | $2.13K | Hold |
4
| – | – | ﹤0.01% | 854 |
|
|
2023
Q1 | $1.72K | Hold |
4
| – | – | ﹤0.01% | 862 |
|
|
2022
Q4 | $1.16K | Buy |
+4
| New | +$1.16K | ﹤0.01% | 895 |
|