TCBWMS
Texas Capital Bank Wealth Management Services’s Intuit INTU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Sell |
12,795
-936
| -7% | -$737K | 0.94% | 20 |
|
|
2025
Q1 | $8.43M | Buy |
13,731
+75
| +0.5% | +$46K | 0.85% | 27 |
|
|
2024
Q4 | $8.58M | Buy |
13,656
+306
| +2% | +$192K | 0.88% | 26 |
|
|
2024
Q3 | $8.29M | Buy |
13,350
+381
| +3% | +$237K | 0.82% | 32 |
|
|
2024
Q2 | $8.52M | Buy |
12,969
+396
| +3% | +$260K | 0.89% | 26 |
|
|
2024
Q1 | $8.17M | Sell |
12,573
-1,699
| -12% | -$1.1M | 0.9% | 26 |
|
|
2023
Q4 | $8.92M | Sell |
14,272
-854
| -6% | -$534K | 1.05% | 19 |
|
|
2023
Q3 | $7.73M | Sell |
15,126
-3,827
| -20% | -$1.96M | 0.98% | 26 |
|
|
2023
Q2 | $8.68M | Sell |
18,953
-489
| -3% | -$224K | 0.93% | 30 |
|
|
2023
Q1 | $8.67M | Buy |
19,442
+512
| +3% | +$228K | 1% | 32 |
|
|
2022
Q4 | $7.37M | Sell |
18,930
-776
| -4% | -$302K | 0.9% | 38 |
|
|
2022
Q3 | $7.63M | Sell |
19,706
-4,163
| -17% | -$1.61M | 0.98% | 32 |
|
|
2022
Q2 | $9.2M | Sell |
23,869
-810
| -3% | -$312K | 1.07% | 29 |
|
|
2022
Q1 | $11.9M | Buy |
24,679
+1,723
| +8% | +$829K | 1.08% | 31 |
|
|
2021
Q4 | $14.8M | Sell |
22,956
-1,064
| -4% | -$684K | 1.28% | 17 |
|
|
2021
Q3 | $13M | Buy |
24,020
+5,919
| +33% | +$3.19M | 1.33% | 14 |
|
|
2021
Q2 | $8.87M | Buy |
18,101
+1,720
| +10% | +$843K | 1.11% | 18 |
|
|
2021
Q1 | $6.28M | Buy |
16,381
+6,247
| +62% | +$2.39M | 0.9% | 33 |
|
|
2020
Q4 | $3.85M | Buy |
10,134
+8,974
| +774% | +$3.41M | 0.57% | 44 |
|
|
2020
Q3 | $378K | Hold |
1,160
| – | – | 0.06% | 118 |
|
|
2020
Q2 | $344K | Sell |
1,160
-160
| -12% | -$47.4K | 0.08% | 85 |
|
|
2020
Q1 | $304K | Buy |
1,320
+30
| +2% | +$6.91K | 0.09% | 85 |
|
|
2019
Q4 | $338K | Buy |
+1,290
| New | +$338K | 0.07% | 98 |
|