Whittier Trust’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9K | Buy |
52
+30
| +136% | +$16.7K | ﹤0.01% | 1049 |
|
|
2025
Q1 | $12.6K | Hold |
22
| – | – | ﹤0.01% | 1190 |
|
|
2024
Q4 | $15.3K | Buy |
+22
| New | +$15.3K | ﹤0.01% | 1174 |
|
|
2024
Q3 | – | Sell |
-59
| Closed | -$34.8K | – | 1563 |
|
|
2024
Q2 | $34.8K | Hold |
59
| – | – | ﹤0.01% | 981 |
|
|
2024
Q1 | $37K | Sell |
59
-46
| -44% | -$28.8K | ﹤0.01% | 993 |
|
|
2023
Q4 | $61K | Buy |
105
+103
| +5,150% | +$59.8K | ﹤0.01% | 875 |
|
|
2023
Q3 | $985 | Buy |
+2
| New | +$985 | ﹤0.01% | 1518 |
|
|
2023
Q1 | – | Sell |
-6
| Closed | -$1.73K | – | 1623 |
|
|
2022
Q4 | $1.73K | Buy |
+6
| New | +$1.73K | ﹤0.01% | 1500 |
|
|
2022
Q3 | – | Sell |
-3
| Closed | -$1K | – | 1699 |
|
|
2022
Q2 | $1K | Sell |
3
-119
| -98% | -$39.7K | ﹤0.01% | 1615 |
|
|
2022
Q1 | $58K | Buy |
122
+3
| +3% | +$1.43K | ﹤0.01% | 937 |
|
|
2021
Q4 | $78K | Hold |
119
| – | – | ﹤0.01% | 878 |
|
|
2021
Q3 | $80K | Buy |
+119
| New | +$80K | ﹤0.01% | 827 |
|