Williams Jones Wealth Management’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 | – | Sell |
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|
2025
Q2 | $224K | Hold |
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|
2025
Q1 | $230K | Hold |
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|
2024
Q4 | $280K | Hold |
|
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|
2024
Q3 | $214K | Sell |
|
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|
2024
Q2 | $243K | Sell |
|
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|
2024
Q1 | $284K | Hold |
|
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|
2023
Q4 | $264K | Hold |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $242K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $214K | Hold |
|
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|
2021
Q4 | $297K | Hold |
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|
2021
Q3 | $304K | Hold |
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|
2021
Q2 | $262K | Sell |
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|
2021
Q1 | $220K | Sell |
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|
2020
Q4 | $237K | Buy |
|