TCBWMS
Texas Capital Bank Wealth Management Services’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,059
| Closed | -$233K | – | 212 |
|
|
2024
Q4 | $233K | Sell |
1,059
-1,427
| -57% | -$314K | 0.02% | 148 |
|
|
2024
Q3 | $550K | Sell |
2,486
-174
| -7% | -$38.5K | 0.05% | 117 |
|
|
2024
Q2 | $460K | Buy |
2,660
+253
| +11% | +$43.8K | 0.05% | 123 |
|
|
2024
Q1 | $460K | Hold |
2,407
| – | – | 0.05% | 115 |
|
|
2023
Q4 | $394K | Buy |
2,407
+5
| +0.2% | +$818 | 0.05% | 126 |
|
|
2023
Q3 | $337K | Sell |
2,402
-186
| -7% | -$26.1K | 0.04% | 144 |
|
|
2023
Q2 | $346K | Buy |
+2,588
| New | +$346K | 0.04% | 145 |
|
|
2020
Q4 | – | Sell |
-9,035
| Closed | -$1.1M | – | 148 |
|
|
2020
Q3 | $1.1M | Buy |
+9,035
| New | +$1.1M | 0.18% | 76 |
|