Sequoia Financial 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 | $548K | Buy |
985
+49
| +5% | +$27.3K | ﹤0.01% | 947 |
|
|
2025
Q1 | $535K | Buy |
936
+96
| +11% | +$54.9K | ﹤0.01% | 822 |
|
|
2024
Q4 | $585K | Buy |
840
+150
| +22% | +$105K | 0.01% | 744 |
|
|
2024
Q3 | $367K | Buy |
690
+100
| +17% | +$53.2K | ﹤0.01% | 878 |
|
|
2024
Q2 | $348K | Buy |
590
+59
| +11% | +$34.8K | ﹤0.01% | 829 |
|
|
2024
Q1 | $333K | Sell |
531
-1,008
| -65% | -$632K | ﹤0.01% | 815 |
|
|
2023
Q4 | $894K | Buy |
1,539
+1,077
| +233% | +$625K | 0.01% | 557 |
|
|
2023
Q3 | $228K | Buy |
462
+5
| +1% | +$2.46K | ﹤0.01% | 805 |
|
|
2023
Q2 | $243K | Buy |
+457
| New | +$243K | ﹤0.01% | 777 |
|