Peterson Wealth Services’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Hold |
939
| – | – | 0.14% | 91 |
|
|
2025
Q1 | $536K | Sell |
939
-638
| -40% | -$364K | 0.17% | 88 |
|
|
2024
Q4 | $1.1M | Buy |
1,577
+90
| +6% | +$62.7K | 0.33% | 61 |
|
|
2024
Q3 | $790K | Buy |
1,487
+232
| +18% | +$123K | 0.25% | 76 |
|
|
2024
Q2 | $740K | Buy |
1,255
+151
| +14% | +$89.1K | 0.26% | 78 |
|
|
2024
Q1 | $692K | Buy |
1,104
+719
| +187% | +$450K | 0.25% | 74 |
|
|
2023
Q4 | $224K | Buy |
+385
| New | +$224K | 0.1% | 92 |
|