Sheets Smith Wealth Management’s HubSpot HUBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-623	Closed	-$434K	–	373
2024 Q4	$434K	Buy	+623	New	+$401K	0.05%	280
2023 Q3	–	Sell	-882	Closed	-$469K	–	493
2023 Q2	$469K	Buy	+882	New	+$413K	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%	+$1.93K	0.11%	169
2021 Q2	$667K	Buy	+1,144	New	+$597K	0.09%	186
2019 Q3	–	Sell	-4,442	Closed	-$757K	–	305
2019 Q2	$757K	Sell	4,442 -57	-1%	-$9.95K	0.16%	149
2019 Q1	$748K	Buy	4,499 +479	+12%	+$75.9K	0.16%	148
2018 Q4	$505K	Sell	4,020 -92	-2%	-$12.1K	0.14%	161
2018 Q3	$621K	Buy	+4,112	New	+$565K	0.13%	183