Welch & Forbes’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $213K | Hold |
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|
2025
Q2 | $254K | Hold |
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|
2025
Q1 | $261K | Sell |
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|
2024
Q4 | $335K | Sell |
|
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|
2024
Q3 | $269K | Buy |
|
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|
2024
Q2 | $269K | Hold |
|
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|
2024
Q1 | $301K | Sell |
|
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|
2023
Q4 | $337K | Sell |
|
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|
2023
Q3 | $385K | Hold |
|
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|
2023
Q2 | $416K | Hold |
|
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|
2023
Q1 | $335K | Sell |
|
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|
2022
Q4 | $250K | Hold |
|
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|
2022
Q3 | $233K | Buy |
|
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|
2022
Q2 | $235K | Hold |
|
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|
2022
Q1 | $371K | Sell |
|
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|
2021
Q4 | $515K | Sell |
|
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|
2021
Q3 | $562K | Hold |
|
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|
2021
Q2 | $484K | Sell |
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|
2021
Q1 | $493K | Sell |
|
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|
2020
Q4 | $432K | Sell |
|
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|
2020
Q3 | $323K | Hold |
|
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|
2020
Q2 | $248K | Buy |
|
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|
2020
Q1 | – | Sell |
|
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|
2019
Q4 | $270K | Hold |
|
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|
2019
Q3 | $259K | Hold |
|
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|
2019
Q2 | $291K | Hold |
|
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|
2019
Q1 | $284K | Sell |
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|
2018
Q4 | $252K | Hold |
|
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|
2018
Q3 | $303K | Sell |
|
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|
2018
Q2 | $261K | Sell |
|
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|
2018
Q1 | $236K | Buy |
|