Montag & Associates’s HubSpot HUBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$66.2K Buy
2025
Q2
$57.6K Hold
2025
Q1
$59.1K Hold
2024
Q4
$72.1K Buy
2024
Q3
$54.8K Buy
2024
Q2
$1.82K Hold
2024
Q1
$1.72K Buy
2023
Q4
$1.44K Sell
2023
Q3
$1.97K Hold
2023
Q2
$2.13K Hold
2023
Q1
$1.72K Hold
2022
Q4
$1.16K Buy