BigSur 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
$558K Sell
2025
Q2
$704K Sell
2025
Q1
$759K Buy
2024
Q4
$492K Sell
2024
Q3
$497K Sell
2024
Q2
$757K Buy
2024
Q1
$548K Buy
2023
Q4
$200K Buy