Ridgewood Investments’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Hold |
1,476
| – | – | 0.35% | 79 |
|
|
2025
Q1 | $843K | Sell |
1,476
-9
| -0.6% | -$5.14K | 0.39% | 75 |
|
|
2024
Q4 | $1.03M | Sell |
1,485
-7
| -0.5% | -$4.88K | 0.5% | 63 |
|
|
2024
Q3 | $793K | Sell |
1,492
-30
| -2% | -$15.9K | 0.4% | 75 |
|
|
2024
Q2 | $898K | Hold |
1,522
| – | – | 0.45% | 66 |
|
|
2024
Q1 | $954K | Hold |
1,522
| – | – | 0.5% | 62 |
|
|
2023
Q4 | $884K | Sell |
1,522
-140
| -8% | -$81.3K | 0.52% | 63 |
|
|
2023
Q3 | $819K | Hold |
1,662
| – | – | 0.54% | 58 |
|
|
2023
Q2 | $884K | Hold |
1,662
| – | – | 0.5% | 50 |
|
|
2023
Q1 | $713K | Hold |
1,662
| – | – | 0.44% | 59 |
|
|
2022
Q4 | $481K | Hold |
1,662
| – | – | 0.34% | 99 |
|
|
2022
Q3 | $449K | Hold |
1,662
| – | – | 0.37% | 94 |
|
|
2022
Q2 | $500K | Hold |
1,662
| – | – | 0.39% | 86 |
|
|
2022
Q1 | $789K | Buy |
1,662
+2
| +0.1% | +$949 | 0.52% | 60 |
|
|
2021
Q4 | $1.09M | Hold |
1,660
| – | – | 0.69% | 41 |
|
|
2021
Q3 | $1.12M | Sell |
1,660
-40
| -2% | -$27K | 0.76% | 38 |
|
|
2021
Q2 | $991K | Sell |
1,700
-600
| -26% | -$350K | 0.64% | 56 |
|
|
2021
Q1 | $1.05M | Hold |
2,300
| – | – | 0.64% | 50 |
|
|
2020
Q4 | $672K | Hold |
2,300
| – | – | 0.53% | 57 |
|
|
2020
Q3 | $672K | Hold |
2,300
| – | – | 0.53% | 58 |
|
|
2020
Q2 | $516K | Buy |
2,300
+450
| +24% | +$101K | 0.43% | 84 |
|
|
2020
Q1 | $246K | Buy |
1,850
+470
| +34% | +$62.5K | 0.25% | 118 |
|
|
2019
Q4 | $219K | Buy |
+1,380
| New | +$219K | 0.16% | 166 |
|