Valeo Financial Advisors, LLC Hubspot Inc Transaction History

Valeo Financial Advisors, LLC

$3.34 Billion
Q1 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Hubspot Inc stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 836 shares of HUBS stock, worth $493,064. This represents 0.02% of its overall portfolio holdings.

Number of Shares

836

Previous 836 -0.0%

Holding current value

$493,064

Previous $523,000 -0.0%

% of portfolio

0.02%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$530.25 - $646.63 $6,363 - $7,759	12 Added 1.46%	836 $523,000
Q4 2023 Jan 29, 2024	SELL	$410.93 - $589.05 $67,392 - $96,604	-164 Reduced 16.6%	824 $478,000
Q3 2023 Oct 19, 2023	SELL	$468.24 - $580.55 $50,101 - $62,118	-107 Reduced 9.77%	988 $486,000
Q2 2023 Jul 14, 2023	SELL	$401.85 - $532.09 $159,534 - $211,239	-397 Reduced 26.61%	1,095 $582,000
Q1 2023 Apr 17, 2023	BUY	$272.23 - $428.75 $6,533 - $10,290	24 Added 1.63%	1,492 $639,000

Q4 2022 Feb 09, 2023	SELL	$252.15 - $313.48 $23,449 - $29,153	-93 Reduced 5.96%	1,468 $424,000
Q3 2022 Oct 31, 2022	SELL	$263.97 - $407.07 $26,397 - $40,707	-100 Reduced 6.02%	1,561 $422,000
Q2 2022 Aug 03, 2022	BUY	$281.81 - $504.2 $27,617 - $49,411	98 Added 6.27%	1,661 $499,000
Q1 2022 Apr 28, 2022	BUY	$385.67 - $607.59 $28,153 - $44,354	73 Added 4.9%	1,563 $742,000
Q4 2021 Jan 07, 2022	BUY	$633.79 - $852.08 $725,055 - $974,779	1,144 Added 330.64%	1,490 $982,000
Q3 2021 Nov 02, 2021	BUY	$550.72 - $734.28 $190,549 - $254,060	346 New	346 $234,000
Q2 2021 Jul 22, 2021	SELL	$472.71 - $596.44 $193,338 - $243,943	-409 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$349.99 - $543.49 $12,249 - $19,022	35 Added 9.36%	409 $186,000
Q4 2020 Feb 11, 2021	BUY	$285.45 - $418.22 $49,953 - $73,188	175 Added 87.94%	374 $148,000
Q3 2020 Oct 28, 2020	BUY	$211.99 - $314.25 $5,299 - $7,856	25 Added 14.37%	199 $58,000
Q2 2020 Jul 20, 2020	SELL	$113.26 - $226.04 $50,967 - $101,718	-450 Reduced 72.12%	174 $39,000
Q1 2020 Apr 13, 2020	BUY	$104.71 - $198.53 $25,758 - $48,838	246 Added 65.08%	624 $88,000
Q4 2019 Jan 24, 2020	SELL	$141.09 - $167.39 $14,109 - $16,739	-100 Reduced 20.92%	378 $60,000
Q3 2019 Oct 15, 2019	BUY	$149.91 - $204.88 $45,422 - $62,078	303 Added 173.14%	478 $72,000
Q1 2019 Apr 12, 2019	SELL	$118.83 - $176.22 $1,544 - $2,290	-13 Reduced 6.91%	175 $29,000
Q1 2018 Apr 12, 2018	SELL	$89.15 - $120.5 $55,005 - $74,348	-617 Reduced 76.65%	188 $20,000
Q4 2017 Feb 09, 2018	BUY	$77.35 - $92.95 $46,410 - $55,770	600 Added 292.68%	805 $71,000
Q3 2017 Nov 14, 2017	BUY	$65.9 - $84.05 $13,509 - $17,230	205	205 $17,000

Others Institutions Holding HUBS

# of Institutions

785

Shares Held

41.4M

Call Options Held

528K

Put Options Held

484K

View Full List

About HUBSPOT INC

Ticker HUBS
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 48,019,200
Market Cap $28.3B
Description
HubSpot, Inc. provides a cloud-based customer relationship management (CRM) platform for businesses in the Americas, Europe, and the Asia Pacific. The company's CRM platform includes marketing, sales, service, and content management systems, as well as integrated applications, such as search engine optimization, blogging, website content managem...

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Valeo Financial Advisors, LLC Hubspot Inc Transaction History