Synergy Financial Group’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Sell |
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|
2025
Q1 | $483K | Sell |
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|
2024
Q4 | $590K | Sell |
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|
2024
Q3 | $496K | Buy |
|
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|
2024
Q2 | $482K | Buy |
|
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|
2024
Q1 | $343K | Buy |
|
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|
2023
Q4 | $267K | Sell |
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $257K | Hold |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $301K | Hold |
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|
2022
Q2 | $336K | Sell |
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|
2022
Q1 | $606K | Sell |
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|
2021
Q4 | $844K | Buy |
|