Future Financial 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 | $571K | Sell |
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|
2025
Q2 | $555K | Sell |
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|
2025
Q1 | $587K | Hold |
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|
2024
Q4 | $614K | Sell |
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|
2024
Q3 | $615K | Hold |
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|
2024
Q2 | $640K | Hold |
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|
2024
Q1 | $577K | Hold |
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|
2023
Q4 | $522K | Hold |
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|
2023
Q3 | $514K | Hold |
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|
2023
Q2 | $463K | Hold |
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|
2023
Q1 | $407K | Buy |
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|
2022
Q4 | $374K | Sell |
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|
2022
Q3 | $422K | Sell |
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|
2022
Q2 | $656K | Hold |
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|
2022
Q1 | $656K | Buy |
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|
2021
Q4 | $602K | Sell |
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|
2021
Q3 | $631K | Hold |
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|
2021
Q2 | $631K | Hold |
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|
2021
Q1 | $593K | Hold |
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|
2020
Q4 | $534K | Buy |
|