AE Wealth Management’s Hercules Capital HTGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $548K | Buy |
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|
2025
Q2 | $519K | Buy |
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|
2025
Q1 | $502K | Sell |
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|
2024
Q4 | $541K | Buy |
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|
2024
Q3 | $478K | Sell |
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|
2024
Q2 | $622K | Buy |
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|
2024
Q1 | $472K | Sell |
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|
2023
Q4 | $788K | Buy |
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|
2023
Q3 | $633K | Buy |
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|
2023
Q2 | $538K | Sell |
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|
2023
Q1 | $969K | Sell |
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|
2022
Q4 | $1.86M | Buy |
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|
2022
Q3 | $705K | Sell |
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|
2022
Q2 | $957K | Sell |
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|
2022
Q1 | $1.35M | Sell |
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|
2021
Q4 | $1.26M | Sell |
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|
2021
Q3 | $1.26M | Sell |
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|
2021
Q2 | $1.31M | Buy |
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|
2021
Q1 | $270K | Sell |
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|
2020
Q4 | $268K | Buy |
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|
2020
Q3 | $202K | Sell |
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|
2020
Q2 | $240K | Buy |
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