LBWM
Left Brain Wealth Management’s Hercules Capital HTGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.19M | Buy |
284,068
+5,174
| +2% | +$94.6K | 1.83% | 23 |
|
|
2025
Q1 | $5.36M | Buy |
278,894
+3,018
| +1% | +$58K | 2.34% | 14 |
|
|
2024
Q4 | $5.54M | Buy |
275,876
+67,215
| +32% | +$1.35M | 2.09% | 14 |
|
|
2024
Q3 | $4.1M | Buy |
208,661
+8,580
| +4% | +$169K | 1.91% | 21 |
|
|
2024
Q2 | $4.09M | Buy |
200,081
+18,680
| +10% | +$382K | 1.91% | 19 |
|
|
2024
Q1 | $3.35M | Buy |
181,401
+16,580
| +10% | +$306K | 1.62% | 24 |
|
|
2023
Q4 | $2.75M | Sell |
164,821
-8,980
| -5% | -$150K | 1.59% | 24 |
|
|
2023
Q3 | $2.85M | Buy |
173,801
+425
| +0.2% | +$6.98K | 1.78% | 21 |
|
|
2023
Q2 | $2.57M | Buy |
173,376
+8,295
| +5% | +$123K | 1.57% | 23 |
|
|
2023
Q1 | $2.19M | Sell |
165,081
-6,858
| -4% | -$90.8K | 1.49% | 25 |
|
|
2022
Q4 | $2.27M | Buy |
+171,939
| New | +$2.27M | 1.7% | 23 |
|