Laird Norton Wetherby 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
$322K Buy
+17,018
New +$326K 0.01% 728
2024
Q1
Sell
-14,368
Closed -$240K 971
2023
Q4
$240K Hold
14,368
0.01% 800
2023
Q3
$236K Hold
14,368
0.01% 761
2023
Q2
$213K Buy
14,368
+113
+0.8% +$1.55K 0.01% 828
2023
Q1
$184K Buy
14,255
+205
+1% +$2.87K 0.01% 840
2022
Q4
$186K Sell
14,050
-13,200
-48% -$179K 0.01% 809
2022
Q3
$316K Buy
27,250
+850
+3% +$12.1K 0.02% 642
2022
Q2
$356K Buy
26,400
+13,200
+100% +$206K 0.02% 621
2022
Q1
$239K Hold
13,200
0.01% 795
2021
Q4
$219K Buy
+13,200
New +$224K 0.01% 831
2020
Q3
Sell
-23,067
Closed -$242K 739
2020
Q2
$242K Buy
+23,067
New +$234K 0.02% 587

Other funds holding HTGC