Waypoint Wealth Partners’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-775
| Closed | -$486K | – | 67 |
|
|
2024
Q1 | $486K | Hold |
775
| – | – | 0.14% | 45 |
|
|
2023
Q4 | $450K | Hold |
775
| – | – | 0.14% | 48 |
|
|
2023
Q3 | $382K | Hold |
775
| – | – | 0.13% | 50 |
|
|
2023
Q2 | $412K | Hold |
775
| – | – | 0.14% | 44 |
|
|
2023
Q1 | $332K | Hold |
775
| – | – | 0.12% | 48 |
|
|
2022
Q4 | $224K | Hold |
775
| – | – | 0.09% | 54 |
|
|
2022
Q3 | $209K | Hold |
775
| – | – | 0.09% | 55 |
|
|
2022
Q2 | $233K | Buy |
+775
| New | +$233K | 0.09% | 52 |
|