Wealth Enhancement Advisory Services’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.96M | Sell |
5,269
-1,024
| -16% | -$574K | ﹤0.01% | 1154 |
|
|
2025
Q1 | $3.6M | Buy |
6,293
+1,646
| +35% | +$941K | 0.01% | 957 |
|
|
2024
Q4 | $3.24M | Buy |
4,647
+1,450
| +45% | +$1.01M | 0.01% | 961 |
|
|
2024
Q3 | $1.7M | Buy |
3,197
+1,073
| +51% | +$570K | ﹤0.01% | 1137 |
|
|
2024
Q2 | $1.25M | Buy |
2,124
+265
| +14% | +$156K | ﹤0.01% | 1176 |
|
|
2024
Q1 | $1.16M | Buy |
1,859
+123
| +7% | +$77.1K | ﹤0.01% | 1164 |
|
|
2023
Q4 | $1.01M | Buy |
1,736
+207
| +14% | +$120K | ﹤0.01% | 1172 |
|
|
2023
Q3 | $753K | Buy |
+1,529
| New | +$753K | ﹤0.01% | 1217 |
|
|
2022
Q2 | – | Sell |
-8,559
| Closed | -$4.31M | – | 349 |
|
|
2022
Q1 | $4.31M | Buy |
8,559
+473
| +6% | +$238K | 0.06% | 143 |
|
|
2021
Q4 | $3.85M | Buy |
+8,086
| New | +$3.85M | 0.06% | 133 |
|