WhitTier Trust Company’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 | $49.7K | Buy |
2,723
+60
| +2% | +$1.1K | ﹤0.01% | 789 |
|
2025
Q1 | $51.1K | Buy |
2,663
+55
| +2% | +$1.06K | ﹤0.01% | 760 |
|
2024
Q4 | $52.4K | Buy |
2,608
+54
| +2% | +$1.09K | ﹤0.01% | 746 |
|
2024
Q3 | $50.1K | Buy |
2,554
+54
| +2% | +$1.06K | ﹤0.01% | 757 |
|
2024
Q2 | $51.1K | Hold |
2,500
| – | – | ﹤0.01% | 697 |
|
2024
Q1 | $46.1K | Sell |
2,500
-2,500
| -50% | -$46.1K | ﹤0.01% | 697 |
|
2023
Q4 | $83.3K | Buy |
+5,000
| New | +$83.3K | ﹤0.01% | 591 |
|
2019
Q1 | – | Sell |
-274
| Closed | -$3K | – | 1028 |
|
2018
Q4 | $3K | Buy |
+274
| New | +$3K | ﹤0.01% | 983 |
|