Provenance Wealth Advisors’s HubSpot HUBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$183K Buy
2025
Q1
$166K Buy
2024
Q4
$192K Hold
2024
Q3
$147K Buy
2024
Q2
$151K Hold
2024
Q1
$160K Buy
2023
Q4
$104K Buy
2023
Q3
$80.3K Buy