MWM
Moran Wealth Management’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Buy |
1,245
+45
| +4% | +$25K | 0.02% | 358 |
|
|
2025
Q1 | $686K | Sell |
1,200
-40
| -3% | -$22.9K | 0.02% | 340 |
|
|
2024
Q4 | $864K | Sell |
1,240
-45
| -4% | -$31.4K | 0.03% | 309 |
|
|
2024
Q3 | $683K | Buy |
1,285
+531
| +70% | +$282K | 0.02% | 341 |
|
|
2024
Q2 | $445K | Buy |
754
+245
| +48% | +$144K | 0.01% | 349 |
|
|
2024
Q1 | $319K | Buy |
+509
| New | +$319K | 0.01% | 371 |
|