Oak Harbor Wealth Partners’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Buy |
616
+19
| +3% | +$10.6K | 0.09% | 161 |
|
|
2025
Q1 | $341K | Hold |
597
| – | – | 0.1% | 153 |
|
|
2024
Q4 | $416K | Hold |
597
| – | – | 0.12% | 123 |
|
|
2024
Q3 | $317K | Hold |
597
| – | – | 0.09% | 139 |
|
|
2024
Q2 | $352K | Hold |
597
| – | – | 0.11% | 126 |
|
|
2024
Q1 | $374K | Hold |
597
| – | – | 0.12% | 127 |
|
|
2023
Q4 | $347K | Sell |
597
-100
| -14% | -$58.1K | 0.12% | 129 |
|
|
2023
Q3 | $343K | Sell |
697
-50
| -7% | -$24.6K | 0.12% | 124 |
|
|
2023
Q2 | $397K | Sell |
747
-500
| -40% | -$266K | 0.14% | 124 |
|
|
2023
Q1 | $535K | Sell |
1,247
-433
| -26% | -$186K | 0.19% | 106 |
|
|
2022
Q4 | $486K | Buy |
1,680
+266
| +19% | +$76.9K | 0.19% | 101 |
|
|
2022
Q3 | $382K | Buy |
1,414
+691
| +96% | +$187K | 0.15% | 109 |
|
|
2022
Q2 | $217K | Buy |
+723
| New | +$217K | 0.09% | 144 |
|