Annis Gardner Whiting Capital Advisors’s Hercules Capital HTGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Hold |
6,705
| – | – | 0.04% | 282 |
|
|
2025
Q1 | $129K | Hold |
6,705
| – | – | 0.05% | 235 |
|
|
2024
Q4 | $135K | Hold |
6,705
| – | – | 0.04% | 242 |
|
|
2024
Q3 | $132K | Hold |
6,705
| – | – | 0.04% | 249 |
|
|
2024
Q2 | $137K | Hold |
6,705
| – | – | 0.04% | 252 |
|
|
2024
Q1 | $124K | Hold |
6,705
| – | – | 0.04% | 251 |
|
|
2023
Q4 | $112K | Hold |
6,705
| – | – | 0.05% | 206 |
|
|
2023
Q3 | $110K | Buy |
+6,705
| New | +$110K | 0.06% | 193 |
|