NewEdge Wealth’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Buy |
1,730
+236
| +16% | +$109K | 0.01% | 587 |
|
|
2025
Q1 | $853K | Buy |
1,494
+49
| +3% | +$28K | 0.02% | 509 |
|
|
2024
Q4 | $1.01M | Buy |
1,445
+3
| +0.2% | +$2.09K | 0.02% | 480 |
|
|
2024
Q3 | $766K | Buy |
1,442
+404
| +39% | +$215K | 0.01% | 520 |
|
|
2024
Q2 | $612K | Buy |
1,038
+249
| +32% | +$147K | 0.01% | 503 |
|
|
2024
Q1 | $466K | Buy |
789
+132
| +20% | +$78K | 0.01% | 578 |
|
|
2023
Q4 | $381K | Sell |
657
-11
| -2% | -$6.39K | 0.01% | 562 |
|
|
2023
Q3 | $329K | Buy |
668
+33
| +5% | +$16.3K | 0.01% | 528 |
|
|
2023
Q2 | $338K | Sell |
635
-49
| -7% | -$26.1K | 0.01% | 524 |
|
|
2023
Q1 | $293K | Sell |
684
-256
| -27% | -$110K | 0.01% | 505 |
|
|
2022
Q4 | $272K | Sell |
940
-214
| -19% | -$61.9K | 0.01% | 466 |
|
|
2022
Q3 | $312K | Sell |
1,154
-80
| -6% | -$21.6K | 0.01% | 418 |
|
|
2022
Q2 | $371K | Buy |
1,234
+695
| +129% | +$209K | 0.02% | 432 |
|
|
2022
Q1 | $256K | Buy |
+539
| New | +$256K | 0.01% | 379 |
|