SWA
Sax Wealth Advisors’s HubSpot HUBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984K | Buy |
1,767
+505
| +40% | +$281K | 0.06% | 177 |
|
|
2025
Q1 | $721K | Buy |
1,262
+405
| +47% | +$231K | 0.05% | 174 |
|
|
2024
Q4 | $597K | Buy |
857
+241
| +39% | +$168K | 0.05% | 173 |
|
|
2024
Q3 | $327K | Buy |
616
+182
| +42% | +$96.8K | 0.03% | 214 |
|
|
2024
Q2 | $256K | Buy |
+434
| New | +$256K | 0.02% | 230 |
|