United Capital Financial Advisors’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Sell |
877
-146
| -14% | -$81.3K | ﹤0.01% | 780 |
|
|
2025
Q1 | $584K | Buy |
1,023
+219
| +27% | +$125K | 0.01% | 695 |
|
|
2024
Q4 | $560K | Sell |
804
-17
| -2% | -$11.8K | ﹤0.01% | 691 |
|
|
2024
Q3 | $436K | Sell |
821
-25
| -3% | -$13.3K | ﹤0.01% | 762 |
|
|
2024
Q2 | $499K | Sell |
846
-1,270
| -60% | -$749K | ﹤0.01% | 710 |
|
|
2024
Q1 | $1.33M | Buy |
2,116
+186
| +10% | +$117K | 0.01% | 502 |
|
|
2023
Q4 | $1.12M | Sell |
1,930
-617
| -24% | -$358K | 0.01% | 532 |
|
|
2023
Q3 | $1.25M | Buy |
2,547
+2,148
| +538% | +$1.06M | 0.01% | 478 |
|
|
2023
Q2 | $212K | Sell |
399
-96
| -19% | -$51.1K | ﹤0.01% | 839 |
|
|
2023
Q1 | $212K | Buy |
+495
| New | +$212K | ﹤0.01% | 909 |
|
|
2022
Q3 | – | Sell |
-3,193
| Closed | -$960K | – | 1113 |
|
|
2022
Q2 | $960K | Sell |
3,193
-196
| -6% | -$58.9K | 0.01% | 642 |
|
|
2022
Q1 | $1.61M | Sell |
3,389
-589
| -15% | -$280K | 0.01% | 560 |
|
|
2021
Q4 | $2.62M | Buy |
3,978
+396
| +11% | +$261K | 0.01% | 486 |
|
|
2021
Q3 | $2.42M | Buy |
3,582
+3,173
| +776% | +$2.15M | 0.01% | 486 |
|
|
2021
Q2 | $238K | Buy |
+409
| New | +$238K | ﹤0.01% | 1089 |
|