TCBWMS
Texas Capital Bank Wealth Management Services’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.7M | Sell |
115,622
-1,756
| -1% | -$360K | 2.22% | 4 |
|
|
2025
Q1 | $26.1M | Sell |
117,378
-2,153
| -2% | -$478K | 2.63% | 4 |
|
|
2024
Q4 | $29.9M | Sell |
119,531
-348
| -0.3% | -$87.1K | 3.06% | 5 |
|
|
2024
Q3 | $27.9M | Sell |
119,879
-8,151
| -6% | -$1.9M | 2.75% | 5 |
|
|
2024
Q2 | $27M | Buy |
128,030
+7,300
| +6% | +$1.54M | 2.8% | 5 |
|
|
2024
Q1 | $20.7M | Buy |
120,730
+607
| +0.5% | +$104K | 2.27% | 5 |
|
|
2023
Q4 | $23.1M | Sell |
120,123
-3,406
| -3% | -$656K | 2.73% | 5 |
|
|
2023
Q3 | $21.1M | Sell |
123,529
-22,019
| -15% | -$3.77M | 2.67% | 5 |
|
|
2023
Q2 | $28.2M | Sell |
145,548
-1,452
| -1% | -$282K | 3.03% | 4 |
|
|
2023
Q1 | $24.2M | Buy |
147,000
+853
| +0.6% | +$141K | 2.81% | 4 |
|
|
2022
Q4 | $19M | Sell |
146,147
-5,374
| -4% | -$698K | 2.31% | 5 |
|
|
2022
Q3 | $20.9M | Sell |
151,521
-4,032
| -3% | -$557K | 2.7% | 5 |
|
|
2022
Q2 | $21.3M | Sell |
155,553
-15,481
| -9% | -$2.12M | 2.47% | 5 |
|
|
2022
Q1 | $29.9M | Buy |
171,034
+5,222
| +3% | +$912K | 2.72% | 7 |
|
|
2021
Q4 | $29.4M | Sell |
165,812
-1,858
| -1% | -$330K | 2.55% | 9 |
|
|
2021
Q3 | $23.7M | Buy |
167,670
+30,377
| +22% | +$4.3M | 2.43% | 8 |
|
|
2021
Q2 | $18.8M | Sell |
137,293
-2,326
| -2% | -$319K | 2.35% | 7 |
|
|
2021
Q1 | $17.1M | Sell |
139,619
-88,887
| -39% | -$10.9M | 2.43% | 7 |
|
|
2020
Q4 | $30.3M | Buy |
228,506
+57,917
| +34% | +$7.68M | 4.46% | 4 |
|
|
2020
Q3 | $19.8M | Buy |
170,589
+150,403
| +745% | +$17.4M | 3.22% | 6 |
|
|
2020
Q2 | $7.36M | Buy |
20,186
+2,154
| +12% | +$786K | 1.65% | 13 |
|
|
2020
Q1 | $4.59M | Sell |
18,032
-1,682
| -9% | -$428K | 1.31% | 16 |
|
|
2019
Q4 | $5.79M | Buy |
+19,714
| New | +$5.79M | 1.28% | 15 |
|