Principle Wealth Partners’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 | $367K | Hold |
|
|||||
|
2025
Q2 | $354K | Hold |
|
|||||
|
2025
Q1 | $372K | Hold |
|
|||||
|
2024
Q4 | $389K | Buy |
|
|||||
|
2024
Q3 | $319K | Sell |
|
|||||
|
2024
Q2 | $335K | Hold |
|
|||||
|
2024
Q1 | $302K | Hold |
|
|||||
|
2023
Q4 | $273K | Hold |
|
|||||
|
2023
Q3 | $269K | Sell |
|
|||||
|
2023
Q2 | $284K | Hold |
|
|||||
|
2023
Q1 | $247K | Hold |
|
|||||
|
2022
Q4 | $254K | Hold |
|
|||||
|
2022
Q3 | $222 | Hold |
|
|||||
|
2022
Q2 | $259K | Hold |
|
|||||
|
2022
Q1 | $347K | Hold |
|
|||||
|
2021
Q4 | $318K | Buy |
|
|||||
|
2021
Q3 | $315K | Hold |
|
|||||
|
2021
Q2 | $324K | Buy |
|
|||||
|
2021
Q1 | $185K | Hold |
|
|||||
|
2020
Q4 | $166K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $148K | Buy |
|