Spire 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
Q2
$54K Sell
97
-339
-78% -$189K ﹤0.01% 1166
2025
Q1
$249K Sell
436
-2,157
-83% -$1.23M 0.01% 770
2024
Q4
$1.81M Buy
2,593
+1,487
+134% +$1.04M 0.06% 261
2024
Q3
$588K Sell
1,106
-591
-35% -$314K 0.02% 483
2024
Q2
$1M Buy
1,697
+605
+55% +$357K 0.04% 342
2024
Q1
$684K Buy
1,092
+85
+8% +$53.2K 0.01% 446
2023
Q4
$585K Buy
1,007
+2
+0.2% +$1.16K 0.02% 483
2023
Q3
$495K Sell
1,005
-6,929
-87% -$3.41M 0.02% 476
2023
Q2
$4.22M Buy
7,934
+587
+8% +$312K 0.16% 127
2023
Q1
$3.15M Buy
7,347
+7,250
+7,474% +$3.11M 0.12% 156
2022
Q4
$28K Sell
97
-276
-74% -$79.7K ﹤0.01% 1228
2022
Q3
$101K Sell
373
-393
-51% -$106K 0.01% 707
2022
Q2
$230K Buy
766
+145
+23% +$43.5K 0.01% 715
2022
Q1
$295K Sell
621
-231
-27% -$110K 0.01% 731
2021
Q4
$561K Sell
852
-21
-2% -$13.8K 0.01% 657
2021
Q3
$580K Buy
873
+287
+49% +$191K 0.02% 551
2021
Q2
$381K Buy
586
+6
+1% +$3.9K 0.01% 701
2021
Q1
$263K Buy
+580
New +$263K 0.01% 938