Williams Jones Wealth Management’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Hold |
402
| – | – | ﹤0.01% | 463 |
|
|
2025
Q1 | $230K | Hold |
402
| – | – | ﹤0.01% | 443 |
|
|
2024
Q4 | $280K | Hold |
402
| – | – | ﹤0.01% | 421 |
|
|
2024
Q3 | $214K | Sell |
402
-10
| -2% | -$5.32K | ﹤0.01% | 484 |
|
|
2024
Q2 | $243K | Sell |
412
-42
| -9% | -$24.8K | ﹤0.01% | 447 |
|
|
2024
Q1 | $284K | Hold |
454
| – | – | ﹤0.01% | 440 |
|
|
2023
Q4 | $264K | Hold |
454
| – | – | ﹤0.01% | 437 |
|
|
2023
Q3 | $224K | Hold |
454
| – | – | ﹤0.01% | 467 |
|
|
2023
Q2 | $242K | Buy |
+454
| New | +$242K | ﹤0.01% | 451 |
|
|
2022
Q2 | – | Sell |
-450
| Closed | -$214K | – | 592 |
|
|
2022
Q1 | $214K | Hold |
450
| – | – | ﹤0.01% | 479 |
|
|
2021
Q4 | $297K | Hold |
450
| – | – | ﹤0.01% | 397 |
|
|
2021
Q3 | $304K | Hold |
450
| – | – | ﹤0.01% | 399 |
|
|
2021
Q2 | $262K | Sell |
450
-35
| -7% | -$20.4K | ﹤0.01% | 427 |
|
|
2021
Q1 | $220K | Sell |
485
-114
| -19% | -$51.7K | ﹤0.01% | 443 |
|
|
2020
Q4 | $237K | Buy |
+599
| New | +$237K | ﹤0.01% | 407 |
|