Phoenix Financial’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,938
| Closed | -$4.14M | – | 385 |
|
|
2024
Q4 | $4.14M | Buy |
+5,938
| New | +$4.14M | 0.06% | 149 |
|
|
2021
Q3 | – | Sell |
-40,982
| Closed | -$23.9M | – | 415 |
|
|
2021
Q2 | $23.9M | Buy |
40,982
+10,982
| +37% | +$6.4M | 0.45% | 77 |
|
|
2021
Q1 | $13.6M | Buy |
+30,000
| New | +$13.6M | 0.31% | 85 |
|