Integrated Wealth Concepts’s Hercules Capital HTGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$368K Buy
20,106
+2,865
+17% +$52.4K ﹤0.01% 1450
2025
Q1
$331K Buy
17,241
+959
+6% +$18.4K ﹤0.01% 1353
2024
Q4
$327K Buy
+16,282
New +$327K ﹤0.01% 1316