Winthrop Advisory Group’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
553
-29
| -5% | -$16.1K | 0.03% | 133 |
|
|
2025
Q1 | $332K | Sell |
582
-25
| -4% | -$14.3K | 0.04% | 110 |
|
|
2024
Q4 | $423K | Sell |
607
-15
| -2% | -$10.5K | 0.05% | 101 |
|
|
2024
Q3 | $331K | Sell |
622
-10
| -2% | -$5.32K | 0.04% | 106 |
|
|
2024
Q2 | $373K | Sell |
632
-10
| -2% | -$5.9K | 0.05% | 103 |
|
|
2024
Q1 | $402K | Sell |
642
-32
| -5% | -$20.1K | 0.06% | 96 |
|
|
2023
Q4 | $391K | Buy |
674
+183
| +37% | +$106K | 0.06% | 91 |
|
|
2023
Q3 | $242K | Sell |
491
-20
| -4% | -$9.85K | 0.04% | 107 |
|
|
2023
Q2 | $272K | Sell |
511
-15
| -3% | -$7.98K | 0.04% | 108 |
|
|
2023
Q1 | $226K | Buy |
+526
| New | +$226K | 0.04% | 110 |
|
|
2022
Q2 | – | Sell |
-550
| Closed | -$261K | – | 134 |
|
|
2022
Q1 | $261K | Hold |
550
| – | – | 0.05% | 110 |
|
|
2021
Q4 | $363K | Sell |
550
-15
| -3% | -$9.9K | 0.07% | 88 |
|
|
2021
Q3 | $382K | Buy |
565
+35
| +7% | +$23.7K | 0.09% | 80 |
|
|
2021
Q2 | $309K | Hold |
530
| – | – | 0.07% | 96 |
|
|
2021
Q1 | $241K | Sell |
530
-20
| -4% | -$9.09K | 0.06% | 115 |
|
|
2020
Q4 | $218K | Buy |
+550
| New | +$218K | 0.06% | 121 |
|