Strategic Wealth Partners’s HubSpot HUBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$278K	Buy	+499	New	+$278K	0.02%	282
2024 Q4	$238K	Buy	+290	New	+$238K	0.02%	287
2021 Q2	–	Sell	-780	Closed	-$354K	–	252
2021 Q1	$354K	Buy	+780	New	+$354K	0.14%	154