Wealth Alliance’s HubSpot HUBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Buy
445
+43
+11% +$23.9K 0.03% 468
2025
Q1
$230K Buy
402
+35
+10% +$20K 0.03% 467
2024
Q4
$256K Sell
367
-19
-5% -$13.2K 0.03% 424
2024
Q3
$205K Buy
386
+22
+6% +$11.7K 0.02% 497
2024
Q2
$215K Buy
364
+4
+1% +$2.36K 0.03% 470
2024
Q1
$226K Sell
360
-19
-5% -$11.9K 0.03% 466
2023
Q4
$220K Buy
+379
New +$220K 0.03% 466
2023
Q3
Sell
-522
Closed -$278K 510
2023
Q2
$278K Buy
522
+27
+5% +$14.4K 0.04% 394
2023
Q1
$212K Buy
+495
New +$212K 0.03% 466