Welch & Forbes’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Hold |
456
| – | – | ﹤0.01% | 347 |
|
|
2025
Q1 | $261K | Sell |
456
-25
| -5% | -$14.3K | ﹤0.01% | 336 |
|
|
2024
Q4 | $335K | Sell |
481
-25
| -5% | -$17.4K | ﹤0.01% | 316 |
|
|
2024
Q3 | $269K | Buy |
506
+25
| +5% | +$13.3K | ﹤0.01% | 345 |
|
|
2024
Q2 | $269K | Hold |
481
| – | – | ﹤0.01% | 341 |
|
|
2024
Q1 | $301K | Sell |
481
-100
| -17% | -$62.7K | ﹤0.01% | 333 |
|
|
2023
Q4 | $337K | Sell |
581
-200
| -26% | -$116K | 0.01% | 322 |
|
|
2023
Q3 | $385K | Hold |
781
| – | – | 0.01% | 304 |
|
|
2023
Q2 | $416K | Hold |
781
| – | – | 0.01% | 301 |
|
|
2023
Q1 | $335K | Sell |
781
-82
| -10% | -$35.2K | 0.01% | 316 |
|
|
2022
Q4 | $250K | Hold |
863
| – | – | ﹤0.01% | 346 |
|
|
2022
Q3 | $233K | Buy |
863
+82
| +10% | +$22.1K | ﹤0.01% | 349 |
|
|
2022
Q2 | $235K | Hold |
781
| – | – | ﹤0.01% | 355 |
|
|
2022
Q1 | $371K | Sell |
781
-1
| -0.1% | -$475 | 0.01% | 318 |
|
|
2021
Q4 | $515K | Sell |
782
-49
| -6% | -$32.3K | 0.01% | 287 |
|
|
2021
Q3 | $562K | Hold |
831
| – | – | 0.01% | 277 |
|
|
2021
Q2 | $484K | Sell |
831
-254
| -23% | -$148K | 0.01% | 296 |
|
|
2021
Q1 | $493K | Sell |
1,085
-4
| -0.4% | -$1.82K | 0.01% | 279 |
|
|
2020
Q4 | $432K | Sell |
1,089
-17
| -2% | -$6.74K | 0.01% | 285 |
|
|
2020
Q3 | $323K | Hold |
1,106
| – | – | 0.01% | 297 |
|
|
2020
Q2 | $248K | Buy |
+1,106
| New | +$248K | 0.01% | 324 |
|
|
2020
Q1 | – | Sell |
-1,706
| Closed | -$270K | – | 342 |
|
|
2019
Q4 | $270K | Hold |
1,706
| – | – | 0.01% | 315 |
|
|
2019
Q3 | $259K | Hold |
1,706
| – | – | 0.01% | 322 |
|
|
2019
Q2 | $291K | Hold |
1,706
| – | – | 0.01% | 304 |
|
|
2019
Q1 | $284K | Sell |
1,706
-300
| -15% | -$49.9K | 0.01% | 309 |
|
|
2018
Q4 | $252K | Hold |
2,006
| – | – | 0.01% | 308 |
|
|
2018
Q3 | $303K | Sell |
2,006
-75
| -4% | -$11.3K | 0.01% | 307 |
|
|
2018
Q2 | $261K | Sell |
2,081
-100
| -5% | -$12.5K | 0.01% | 318 |
|
|
2018
Q1 | $236K | Buy |
+2,181
| New | +$236K | 0.01% | 330 |
|