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Waverly Advisors’s HubSpot HUBS Stock Holding History

Waverly Advisors’s Portfolio HUBS Stock Details HUBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$267K Buy
480
+127
+36% +$70.7K ﹤0.01% 1015
2025
Q1 		$202K Buy
353
+19
+6% +$10.9K ﹤0.01% 1048
2024
Q4 		$233K Buy
+334
New +$233K ﹤0.01% 890