IHT Wealth Management’s Hercules Capital HTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
80,797
+11,128
| +16% | +$203K | 0.04% | 384 |
|
|
2025
Q1 | $1.34M | Buy |
69,669
+2,307
| +3% | +$44.3K | 0.04% | 390 |
|
|
2024
Q4 | $1.35M | Buy |
67,362
+5,487
| +9% | +$110K | 0.04% | 357 |
|
|
2024
Q3 | $1.22M | Buy |
61,875
+2,787
| +5% | +$54.7K | 0.03% | 451 |
|
|
2024
Q2 | $1.21M | Buy |
59,088
+6,758
| +13% | +$138K | 0.05% | 375 |
|
|
2024
Q1 | $966K | Buy |
52,330
+6,446
| +14% | +$119K | 0.04% | 436 |
|
|
2023
Q4 | $765K | Buy |
45,884
+1,112
| +2% | +$18.5K | 0.03% | 467 |
|
|
2023
Q3 | $735K | Buy |
44,772
+19,690
| +79% | +$323K | 0.04% | 431 |
|
|
2023
Q2 | $371K | Buy |
25,082
+3,233
| +15% | +$47.8K | 0.02% | 642 |
|
|
2023
Q1 | $282K | Buy |
21,849
+1,786
| +9% | +$23K | 0.02% | 723 |
|
|
2022
Q4 | $265K | Buy |
20,063
+1,264
| +7% | +$16.7K | 0.02% | 701 |
|
|
2022
Q3 | $218K | Buy |
18,799
+1,539
| +9% | +$17.8K | 0.02% | 751 |
|
|
2022
Q2 | $233K | Buy |
17,260
+5,224
| +43% | +$70.5K | 0.02% | 613 |
|
|
2022
Q1 | $217K | Buy |
12,036
+1,928
| +19% | +$34.8K | 0.02% | 682 |
|
|
2021
Q4 | $168K | Buy |
+10,108
| New | +$168K | 0.01% | 761 |
|