Paces Ferry Wealth Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
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|
2025
Q1 | $442K | Buy |
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|
2024
Q4 | $537K | Buy |
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|
2024
Q3 | $272K | Buy |
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|
2024
Q2 | $298K | Sell |
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|
2024
Q1 | $318K | Sell |
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|
2023
Q4 | $298K | Buy |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $278K | Sell |
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|
2023
Q1 | $348K | Buy |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $220K | Buy |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | $379K | Buy |
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|
2021
Q4 | $525K | Sell |
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|
2021
Q3 | $567K | Sell |
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|
2021
Q2 | $498K | Buy |
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|
2021
Q1 | $387K | Sell |
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|
2020
Q4 | $350K | Hold |
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|
2020
Q3 | $258K | Buy |
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