Beaumont Financial Advisors’s Hercules Capital HTGC Stock Holding History

Beaumont Financial Advisors’s Portfolio HTGC Stock Details HTGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$237K	Buy
2025 Q2	$224K	Buy
2025 Q1	$229K	Buy
2024 Q4	$235K	Buy
2024 Q3	$224K	Buy
2024 Q1	–	Sell
2023 Q4	$235K	Buy
2023 Q3	$225K	Buy
2023 Q2	$197K	Buy
2023 Q1	$166K	Buy