Accel Wealth Management’s Hercules Capital HTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
21,956
+1,115
| +5% | +$20.4K | 0.13% | 162 |
|
|
2025
Q1 | $400K | Buy |
20,841
+3,838
| +23% | +$73.7K | 0.14% | 143 |
|
|
2024
Q4 | $342K | Buy |
17,003
+1,154
| +7% | +$23.2K | 0.13% | 168 |
|
|
2024
Q3 | $311K | Buy |
15,849
+271
| +2% | +$5.32K | 0.12% | 182 |
|
|
2024
Q2 | $319K | Buy |
15,578
+1,066
| +7% | +$21.8K | 0.13% | 167 |
|
|
2024
Q1 | $268K | Buy |
+14,512
| New | +$268K | 0.11% | 167 |
|