Prestige Wealth Management Group’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.9K | Buy |
7
+3
| +75% | +$1.67K | ﹤0.01% | 614 |
|
2025
Q1 | $2.29K | Hold |
4
| – | – | ﹤0.01% | 711 |
|
2024
Q4 | $2.79K | Hold |
4
| – | – | ﹤0.01% | 714 |
|
2024
Q3 | $2.13K | Buy |
+4
| New | +$2.13K | ﹤0.01% | 752 |
|
2023
Q2 | – | Sell |
-3
| Closed | -$1.29K | – | 1065 |
|
2023
Q1 | $1.29K | Sell |
3
-10
| -77% | -$4.29K | ﹤0.01% | 844 |
|
2022
Q4 | $3.76K | Buy |
13
+8
| +160% | +$2.31K | ﹤0.01% | 681 |
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 857 |
|
2022
Q2 | $2K | Sell |
5
-6
| -55% | -$2.4K | ﹤0.01% | 749 |
|
2022
Q1 | $5K | Hold |
11
| – | – | ﹤0.01% | 614 |
|
2021
Q4 | $7K | Hold |
11
| – | – | ﹤0.01% | 555 |
|
2021
Q3 | $7K | Hold |
11
| – | – | ﹤0.01% | 556 |
|
2021
Q2 | $6K | Hold |
11
| – | – | ﹤0.01% | 581 |
|
2021
Q1 | $5K | Hold |
11
| – | – | ﹤0.01% | 617 |
|
2020
Q4 | $4K | Sell |
11
-1
| -8% | -$364 | ﹤0.01% | 628 |
|
2020
Q3 | $4K | Hold |
12
| – | – | ﹤0.01% | 573 |
|
2020
Q2 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 610 |
|