Venturi Wealth 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 | $825K | Sell |
1,482
-25
| -2% | -$13.9K | 0.04% | 227 |
|
|
2025
Q1 | $861K | Buy |
1,507
+16
| +1% | +$9.14K | 0.04% | 226 |
|
|
2024
Q4 | $1.04M | Buy |
1,491
+1,480
| +13,455% | +$1.03M | 0.05% | 204 |
|
|
2024
Q3 | $5.85K | Sell |
11
-9
| -45% | -$4.79K | ﹤0.01% | 1348 |
|
|
2024
Q2 | $11.8K | Buy |
20
+1
| +5% | +$590 | ﹤0.01% | 1067 |
|
|
2024
Q1 | $11.9K | Sell |
19
-42
| -69% | -$26.3K | ﹤0.01% | 885 |
|
|
2023
Q4 | $35.4K | Buy |
61
+47
| +336% | +$27.3K | ﹤0.01% | 562 |
|
|
2023
Q3 | $6.9K | Buy |
14
+1
| +8% | +$493 | ﹤0.01% | 880 |
|
|
2023
Q2 | $6.92K | Sell |
13
-2
| -13% | -$1.06K | ﹤0.01% | 697 |
|
|
2023
Q1 | $6.43K | Buy |
+15
| New | +$6.43K | ﹤0.01% | 786 |
|