Nisa Investment 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 | $3.63M | Sell |
6,515
-1,088
| -14% | -$606K | 0.02% | 476 |
|
|
2025
Q1 | $4.34M | Buy |
7,603
+4,343
| +133% | +$2.48M | 0.02% | 445 |
|
|
2024
Q4 | $2.27M | Sell |
3,260
-25
| -0.8% | -$17.4K | 0.01% | 641 |
|
|
2024
Q3 | $1.75M | Buy |
3,285
+170
| +5% | +$90.4K | 0.01% | 719 |
|
|
2024
Q2 | $1.84M | Hold |
3,115
| – | – | 0.01% | 723 |
|
|
2024
Q1 | $1.95M | Hold |
3,115
| – | – | 0.01% | 702 |
|
|
2023
Q4 | $1.81M | Hold |
3,115
| – | – | 0.01% | 683 |
|
|
2023
Q3 | $1.53M | Hold |
3,115
| – | – | 0.01% | 742 |
|
|
2023
Q2 | $1.66M | Hold |
3,115
| – | – | 0.01% | 727 |
|
|
2023
Q1 | $1.34M | Buy |
3,115
+25
| +0.8% | +$10.7K | 0.01% | 780 |
|
|
2022
Q4 | $893K | Hold |
3,090
| – | – | 0.01% | 941 |
|
|
2022
Q3 | $833K | Buy |
3,090
+190
| +7% | +$51.2K | 0.01% | 873 |
|
|
2022
Q2 | $872K | Buy |
2,900
+150
| +5% | +$45.1K | 0.01% | 865 |
|
|
2022
Q1 | $1.31M | Sell |
2,750
-902
| -25% | -$428K | 0.01% | 783 |
|
|
2021
Q4 | $1.79M | Buy |
3,652
+2,401
| +192% | +$1.17M | 0.01% | 677 |
|
|
2021
Q3 | $846 | Buy |
1,251
+651
| +109% | +$440 | 0.01% | 964 |
|
|
2021
Q2 | $350 | Hold |
600
| – | – | ﹤0.01% | 1235 |
|
|
2021
Q1 | $273 | Hold |
600
| – | – | ﹤0.01% | 1378 |
|
|
2020
Q4 | $238K | Buy |
600
+100
| +20% | +$39.7K | ﹤0.01% | 1400 |
|
|
2020
Q3 | $146K | Buy |
500
+100
| +25% | +$29.2K | ﹤0.01% | 1417 |
|
|
2020
Q2 | $90K | Hold |
400
| – | – | ﹤0.01% | 1467 |
|
|
2020
Q1 | $53K | Buy |
+400
| New | +$53K | ﹤0.01% | 1523 |
|
|
2019
Q3 | – | Sell |
-180
| Closed | -$31K | – | 2029 |
|
|
2019
Q2 | $31K | Hold |
180
| – | – | ﹤0.01% | 1557 |
|
|
2019
Q1 | $30K | Hold |
180
| – | – | ﹤0.01% | 1574 |
|
|
2018
Q4 | $23K | Hold |
180
| – | – | ﹤0.01% | 1513 |
|
|
2018
Q3 | $27K | Buy |
+180
| New | +$27K | ﹤0.01% | 1528 |
|