TCBWMS
Texas Capital Bank Wealth Management Services’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-813
| Closed | -$272K | – | 211 |
|
|
2024
Q4 | $272K | Buy |
+813
| New | +$272K | 0.03% | 142 |
|
|
2024
Q2 | – | Sell |
-840
| Closed | -$253K | – | 201 |
|
|
2024
Q1 | $253K | Sell |
840
-303
| -27% | -$91.3K | 0.03% | 166 |
|
|
2023
Q4 | $301K | Buy |
1,143
+90
| +9% | +$23.7K | 0.04% | 154 |
|
|
2023
Q3 | $214K | Sell |
1,053
-231
| -18% | -$46.8K | 0.03% | 180 |
|
|
2023
Q2 | $271K | Sell |
1,284
-87
| -6% | -$18.4K | 0.03% | 173 |
|
|
2023
Q1 | $274K | Buy |
+1,371
| New | +$274K | 0.03% | 152 |
|
|
2022
Q3 | – | Sell |
-1,367
| Closed | -$226K | – | 152 |
|
|
2022
Q2 | $226K | Sell |
1,367
-185
| -12% | -$30.6K | 0.03% | 131 |
|
|
2022
Q1 | $330K | Buy |
1,552
+348
| +29% | +$74K | 0.03% | 126 |
|
|
2021
Q4 | $306K | Buy |
1,204
+47
| +4% | +$11.9K | 0.03% | 132 |
|
|
2021
Q3 | $314K | Buy |
1,157
+260
| +29% | +$70.6K | 0.03% | 123 |
|
|
2021
Q2 | $219K | Buy |
+897
| New | +$219K | 0.03% | 133 |
|