Perigon Wealth Management’s HubSpot HUBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-566	Closed	-$301K	–	1056
2024 Q3	$301K	Sell	566 -80	-12%	-$42.5K	0.01%	789
2024 Q2	$381K	Buy	+646	New	+$381K	0.01%	609
2021 Q1	–	Sell	-120	Closed	-$48K	–	727
2020 Q4	$48K	Buy	+120	New	+$48K	0.01%	746