Provenance Wealth Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183K | Buy |
329
+38
| +13% | +$21.2K | 0.03% | 125 |
|
|
2025
Q1 | $166K | Buy |
291
+15
| +5% | +$8.57K | 0.02% | 143 |
|
|
2024
Q4 | $192K | Hold |
276
| – | – | 0.02% | 151 |
|
|
2024
Q3 | $147K | Buy |
276
+20
| +8% | +$10.6K | 0.02% | 165 |
|
|
2024
Q2 | $151K | Hold |
256
| – | – | 0.02% | 150 |
|
|
2024
Q1 | $160K | Buy |
256
+76
| +42% | +$47.6K | 0.02% | 157 |
|
|
2023
Q4 | $104K | Buy |
180
+17
| +10% | +$9.87K | 0.01% | 160 |
|
|
2023
Q3 | $80.3K | Buy |
+163
| New | +$80.3K | 0.01% | 155 |
|