Northwestern Mutual Wealth Management’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $617K | Buy |
1,109
+272
| +32% | +$151K | ﹤0.01% | 1315 |
|
2025
Q1 | $478K | Buy |
837
+117
| +16% | +$66.8K | ﹤0.01% | 1345 |
|
2024
Q4 | $502K | Buy |
720
+162
| +29% | +$113K | ﹤0.01% | 1321 |
|
2024
Q3 | $297K | Buy |
558
+19
| +4% | +$10.1K | ﹤0.01% | 1495 |
|
2024
Q2 | $318K | Sell |
539
-45
| -8% | -$26.6K | ﹤0.01% | 1405 |
|
2024
Q1 | $367K | Buy |
584
+37
| +7% | +$23.2K | ﹤0.01% | 1336 |
|
2023
Q4 | $318K | Sell |
547
-156
| -22% | -$90.6K | ﹤0.01% | 1347 |
|
2023
Q3 | $346K | Sell |
703
-750
| -52% | -$369K | ﹤0.01% | 1282 |
|
2023
Q2 | $773K | Sell |
1,453
-411
| -22% | -$219K | ﹤0.01% | 1021 |
|
2023
Q1 | $799K | Buy |
1,864
+203
| +12% | +$87K | ﹤0.01% | 971 |
|
2022
Q4 | $480K | Sell |
1,661
-372
| -18% | -$108K | ﹤0.01% | 1111 |
|
2022
Q3 | $549K | Sell |
2,033
-10
| -0.5% | -$2.7K | ﹤0.01% | 1009 |
|
2022
Q2 | $615K | Sell |
2,043
-235
| -10% | -$70.7K | ﹤0.01% | 970 |
|
2022
Q1 | $1.08M | Sell |
2,278
-629
| -22% | -$298K | ﹤0.01% | 821 |
|
2021
Q4 | $1.92M | Buy |
2,907
+384
| +15% | +$253K | ﹤0.01% | 619 |
|
2021
Q3 | $1.71M | Buy |
2,523
+44
| +2% | +$29.8K | ﹤0.01% | 607 |
|
2021
Q2 | $1.45M | Buy |
2,479
+128
| +5% | +$74.6K | ﹤0.01% | 638 |
|
2021
Q1 | $1.07M | Sell |
2,351
-50
| -2% | -$22.7K | ﹤0.01% | 678 |
|
2020
Q4 | $952K | Buy |
2,401
+147
| +7% | +$58.3K | ﹤0.01% | 656 |
|
2020
Q3 | $659K | Buy |
2,254
+1,286
| +133% | +$376K | ﹤0.01% | 680 |
|
2020
Q2 | $217K | Buy |
968
+858
| +780% | +$192K | ﹤0.01% | 938 |
|
2020
Q1 | $15K | Buy |
110
+4
| +4% | +$545 | ﹤0.01% | 1776 |
|
2019
Q4 | $17K | Hold |
106
| – | – | ﹤0.01% | 1784 |
|
2019
Q3 | $16K | Buy |
+106
| New | +$16K | ﹤0.01% | 1783 |
|
2019
Q2 | – | Sell |
-70
| Closed | -$12K | – | 2593 |
|
2019
Q1 | $12K | Buy |
+70
| New | +$12K | ﹤0.01% | 1891 |
|
2018
Q2 | – | Sell |
-10
| Closed | -$1K | – | 2426 |
|
2018
Q1 | $1K | Sell |
10
-15
| -60% | -$1.5K | ﹤0.01% | 2110 |
|
2017
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 2101 |
|
2016
Q2 | – | Sell |
-88
| Closed | -$4K | – | 2141 |
|
2016
Q1 | $4K | Buy |
+88
| New | +$4K | ﹤0.01% | 1712 |
|