NewEdge Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Buy |
4,788
+516
| +12% | +$287K | 0.01% | 804 |
|
|
2025
Q1 | $2.44M | Buy |
4,272
+618
| +17% | +$353K | 0.01% | 775 |
|
|
2024
Q4 | $2.55M | Sell |
3,654
-259
| -7% | -$180K | 0.02% | 733 |
|
|
2024
Q3 | $2.08M | Buy |
3,913
+569
| +17% | +$302K | 0.01% | 777 |
|
|
2024
Q2 | $1.97M | Buy |
3,344
+72
| +2% | +$42.5K | 0.01% | 757 |
|
|
2024
Q1 | $2.05M | Buy |
3,272
+637
| +24% | +$399K | 0.02% | 676 |
|
|
2023
Q4 | $1.55M | Buy |
2,635
+605
| +30% | +$355K | 0.01% | 759 |
|
|
2023
Q3 | $1,000K | Buy |
2,030
+1,827
| +900% | +$900K | 0.01% | 865 |
|
|
2023
Q2 | $108K | Buy |
203
+3
| +2% | +$1.6K | ﹤0.01% | 1826 |
|
|
2023
Q1 | $85.8K | Sell |
200
-225
| -53% | -$96.5K | ﹤0.01% | 1798 |
|
|
2022
Q4 | $65.1K | Buy |
+425
| New | +$65.1K | ﹤0.01% | 1614 |
|
|
2021
Q3 | – | Sell |
-593
| Closed | -$346K | – | 1174 |
|
|
2021
Q2 | $346K | Buy |
+593
| New | +$346K | 0.01% | 845 |
|