TFC Financial 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 | $164K | Hold |
294
| – | – | 0.02% | 145 |
|
|
2025
Q1 | $168K | Hold |
294
| – | – | 0.03% | 136 |
|
|
2024
Q4 | $205K | Hold |
294
| – | – | 0.03% | 126 |
|
|
2024
Q3 | $156K | Hold |
294
| – | – | 0.02% | 145 |
|
|
2024
Q2 | $173K | Sell |
294
-68
| -19% | -$40.1K | 0.03% | 130 |
|
|
2024
Q1 | $227K | Hold |
362
| – | – | 0.04% | 107 |
|
|
2023
Q4 | $210K | Hold |
362
| – | – | 0.04% | 112 |
|
|
2023
Q3 | $178K | Sell |
362
-73
| -17% | -$36K | 0.04% | 116 |
|
|
2023
Q2 | $231K | Buy |
435
+297
| +215% | +$158K | 0.06% | 97 |
|
|
2023
Q1 | $59.2K | Buy |
+138
| New | +$59.2K | 0.02% | 215 |
|
|
2022
Q1 | – | Sell |
-7
| Closed | -$5K | – | 550 |
|
|
2021
Q4 | $5K | Buy |
7
+3
| +75% | +$2.14K | ﹤0.01% | 391 |
|
|
2021
Q3 | $3K | Buy |
+4
| New | +$3K | ﹤0.01% | 416 |
|