PFWA
Paces Ferry Wealth Advisors’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
775
+1
| +0.1% | +$557 | 0.2% | 69 |
|
|
2025
Q1 | $442K | Buy |
774
+4
| +0.5% | +$2.29K | 0.22% | 66 |
|
|
2024
Q4 | $537K | Buy |
770
+258
| +50% | +$180K | 0.26% | 55 |
|
|
2024
Q3 | $272K | Buy |
512
+6
| +1% | +$3.19K | 0.16% | 95 |
|
|
2024
Q2 | $298K | Sell |
506
-1
| -0.2% | -$590 | 0.18% | 85 |
|
|
2024
Q1 | $318K | Sell |
507
-6
| -1% | -$3.76K | 0.2% | 81 |
|
|
2023
Q4 | $298K | Buy |
513
+4
| +0.8% | +$2.32K | 0.21% | 88 |
|
|
2023
Q3 | $251K | Sell |
509
-13
| -2% | -$6.4K | 0.2% | 89 |
|
|
2023
Q2 | $278K | Sell |
522
-290
| -36% | -$154K | 0.21% | 86 |
|
|
2023
Q1 | $348K | Buy |
812
+2
| +0.2% | +$858 | 0.28% | 77 |
|
|
2022
Q4 | $234K | Sell |
810
-6
| -0.7% | -$1.74K | 0.23% | 91 |
|
|
2022
Q3 | $220K | Buy |
816
+7
| +0.9% | +$1.89K | 0.24% | 87 |
|
|
2022
Q2 | $243K | Buy |
809
+11
| +1% | +$3.3K | 0.24% | 88 |
|
|
2022
Q1 | $379K | Buy |
798
+2
| +0.3% | +$950 | 0.3% | 70 |
|
|
2021
Q4 | $525K | Sell |
796
-42
| -5% | -$27.7K | 0.38% | 54 |
|
|
2021
Q3 | $567K | Sell |
838
-17
| -2% | -$11.5K | 0.45% | 53 |
|
|
2021
Q2 | $498K | Buy |
855
+3
| +0.4% | +$1.75K | 0.38% | 61 |
|
|
2021
Q1 | $387K | Sell |
852
-32
| -4% | -$14.5K | 0.34% | 71 |
|
|
2020
Q4 | $350K | Hold |
884
| – | – | 0.32% | 73 |
|
|
2020
Q3 | $258K | Buy |
+884
| New | +$258K | 0.22% | 83 |
|