Sheets Smith Wealth Management’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-623
| Closed | -$434K | – | 373 |
|
|
2024
Q4 | $434K | Buy |
+623
| New | +$434K | 0.05% | 280 |
|
|
2023
Q3 | – | Sell |
-882
| Closed | -$469K | – | 493 |
|
|
2023
Q2 | $469K | Buy |
+882
| New | +$469K | 0.07% | 214 |
|
|
2022
Q1 | – | Sell |
-1,147
| Closed | -$756K | – | 371 |
|
|
2021
Q4 | $756K | Hold |
1,147
| – | – | 0.09% | 180 |
|
|
2021
Q3 | $775K | Buy |
1,147
+3
| +0.3% | +$2.03K | 0.11% | 169 |
|
|
2021
Q2 | $667K | Buy |
+1,144
| New | +$667K | 0.09% | 186 |
|
|
2019
Q3 | – | Sell |
-4,442
| Closed | -$757K | – | 305 |
|
|
2019
Q2 | $757K | Sell |
4,442
-57
| -1% | -$9.71K | 0.16% | 149 |
|
|
2019
Q1 | $748K | Buy |
4,499
+479
| +12% | +$79.6K | 0.16% | 148 |
|
|
2018
Q4 | $505K | Sell |
4,020
-92
| -2% | -$11.6K | 0.14% | 161 |
|
|
2018
Q3 | $621K | Buy |
+4,112
| New | +$621K | 0.13% | 183 |
|