Core Wealth Partners’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
Q2
$442K Hold
2025
Q1
$464K Hold
2024
Q4
$485K Hold
2024
Q3
$474K Hold
2024
Q2
$494K Hold
2024
Q1
$446K Hold
2023
Q4
$403K Buy
2023
Q3
$345K Hold
2023
Q2
$311K Buy
2023
Q1
$196K Hold
2022
Q4
$201K Buy