Carson Wealth (CWM LLC)’s Texas Capital Bancshares TCBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Sell |
8,938
-1,405
| -14% | -$112K | ﹤0.01% | 1427 |
|
|
2025
Q1 | $773K | Buy |
10,343
+8,357
| +421% | +$625K | ﹤0.01% | 1282 |
|
|
2024
Q4 | $155K | Buy |
1,986
+375
| +23% | +$29.3K | ﹤0.01% | 1995 |
|
|
2024
Q3 | $115K | Buy |
1,611
+662
| +70% | +$47.3K | ﹤0.01% | 2118 |
|
|
2024
Q2 | $58K | Buy |
949
+275
| +41% | +$16.8K | ﹤0.01% | 2374 |
|
|
2024
Q1 | $41K | Buy |
674
+546
| +427% | +$33.2K | ﹤0.01% | 2432 |
|
|
2023
Q4 | $8K | Buy |
128
+99
| +341% | +$6.19K | ﹤0.01% | 3308 |
|
|
2023
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 3864 |
|
|
2023
Q2 | $1K | Sell |
29
-466
| -94% | -$16.1K | ﹤0.01% | 4061 |
|
|
2023
Q1 | $24K | Buy |
495
+172
| +53% | +$8.34K | ﹤0.01% | 2379 |
|
|
2022
Q4 | $19K | Sell |
323
-52
| -14% | -$3.06K | ﹤0.01% | 2422 |
|
|
2022
Q3 | $22K | Buy |
375
+66
| +21% | +$3.87K | ﹤0.01% | 2170 |
|
|
2022
Q2 | $16K | Buy |
309
+281
| +1,004% | +$14.6K | ﹤0.01% | 2276 |
|
|
2022
Q1 | $2K | Sell |
28
-4
| -13% | -$286 | ﹤0.01% | 3211 |
|
|
2021
Q4 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 3164 |
|
|
2021
Q2 | $35K | Hold |
555
| – | – | ﹤0.01% | 1553 |
|
|
2021
Q1 | $35K | Hold |
555
| – | – | ﹤0.01% | 1553 |
|
|
2020
Q4 | $35K | Hold |
555
| – | – | ﹤0.01% | 1553 |
|
|
2020
Q3 | $35K | Hold |
555
| – | – | ﹤0.01% | 1553 |
|
|
2020
Q2 | $35K | Hold |
555
| – | – | ﹤0.01% | 1553 |
|
|
2020
Q1 | $35K | Hold |
555
| – | – | ﹤0.01% | 1553 |
|
|
2019
Q4 | $35K | Hold |
555
| – | – | ﹤0.01% | 1553 |
|
|
2019
Q3 | $35K | Hold |
555
| – | – | ﹤0.01% | 1553 |
|
|
2019
Q2 | $35K | Hold |
555
| – | – | ﹤0.01% | 1553 |
|
|
2019
Q1 | $35K | Buy |
+555
| New | +$35K | ﹤0.01% | 1553 |
|