Axxcess Wealth Management’s Hercules Capital HTGC Stock Holding History

Axxcess Wealth Management’s Portfolio HTGC Stock Details HTGC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$273K	Sell
2025 Q3	$291K	Sell
2025 Q2	$297K	Sell
2025 Q1	$330K	Hold
2024 Q4	$345K	Buy
2024 Q3	$301K	Hold
2024 Q2	$313K	Buy
2022 Q2	–	Sell
2022 Q1	$1.33M	Buy
2021 Q4	$1.12M	Buy