United Capital Financial Advisors’s HubSpot HUBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$562K Buy
2025
Q2
$488K Sell
2025
Q1
$584K Buy
2024
Q4
$560K Sell
2024
Q3
$436K Sell
2024
Q2
$499K Sell
2024
Q1
$1.33M Buy
2023
Q4
$1.12M Sell
2023
Q3
$1.25M Buy
2023
Q2
$212K Sell
2023
Q1
$212K Buy
2022
Q3
Sell
2022
Q2
$960K Sell
2022
Q1
$1.61M Sell
2021
Q4
$2.62M Buy
2021
Q3
$2.42M Buy
2021
Q2
$238K Buy