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