FFWM
Future Financial Wealth Management’s Hercules Capital HTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Sell |
30,375
-175
| -0.6% | -$3.2K | 0.38% | 50 |
|
|
2025
Q1 | $587K | Hold |
30,550
| – | – | 0.43% | 50 |
|
|
2024
Q4 | $614K | Sell |
30,550
-750
| -2% | -$15.1K | 0.45% | 45 |
|
|
2024
Q3 | $615K | Hold |
31,300
| – | – | 0.44% | 50 |
|
|
2024
Q2 | $640K | Hold |
31,300
| – | – | 0.56% | 42 |
|
|
2024
Q1 | $577K | Hold |
31,300
| – | – | 0.44% | 47 |
|
|
2023
Q4 | $522K | Hold |
31,300
| – | – | 0.52% | 50 |
|
|
2023
Q3 | $514K | Hold |
31,300
| – | – | 0.57% | 46 |
|
|
2023
Q2 | $463K | Hold |
31,300
| – | – | 0.49% | 52 |
|
|
2023
Q1 | $407K | Buy |
31,300
+3,000
| +11% | +$39K | 0.45% | 59 |
|
|
2022
Q4 | $374K | Sell |
28,300
-3,000
| -10% | -$39.7K | 0.43% | 68 |
|
|
2022
Q3 | $422K | Sell |
31,300
-5,000
| -14% | -$67.4K | 0.49% | 59 |
|
|
2022
Q2 | $656K | Hold |
36,300
| – | – | 0.64% | 54 |
|
|
2022
Q1 | $656K | Buy |
36,300
+50
| +0.1% | +$904 | 0.54% | 54 |
|
|
2021
Q4 | $602K | Sell |
36,250
-750
| -2% | -$12.5K | 0.48% | 57 |
|
|
2021
Q3 | $631K | Hold |
37,000
| – | – | 0.65% | 56 |
|
|
2021
Q2 | $631K | Hold |
37,000
| – | – | 0.65% | 56 |
|
|
2021
Q1 | $593K | Hold |
37,000
| – | – | 0.68% | 49 |
|
|
2020
Q4 | $534K | Buy |
+37,000
| New | +$534K | 0.62% | 54 |
|