TCBWMS
Texas Capital Bank Wealth Management Services’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.63M | Sell |
10,756
-894
| -8% | -$801K | 0.9% | 24 |
|
|
2025
Q1 | $7.92M | Sell |
11,650
-1,421
| -11% | -$966K | 0.8% | 31 |
|
|
2024
Q4 | $8.24M | Sell |
13,071
-600
| -4% | -$378K | 0.84% | 29 |
|
|
2024
Q3 | $10.6M | Buy |
13,671
+127
| +0.9% | +$98.3K | 1.04% | 19 |
|
|
2024
Q2 | $11.2M | Buy |
13,544
+65
| +0.5% | +$53.6K | 1.16% | 14 |
|
|
2024
Q1 | $9.42M | Sell |
13,479
-1,315
| -9% | -$919K | 1.03% | 15 |
|
|
2023
Q4 | $8.6M | Sell |
14,794
-649
| -4% | -$377K | 1.02% | 24 |
|
|
2023
Q3 | $7.08M | Sell |
15,443
-4,077
| -21% | -$1.87M | 0.89% | 31 |
|
|
2023
Q2 | $9.47M | Sell |
19,520
-139
| -0.7% | -$67.4K | 1.02% | 26 |
|
|
2023
Q1 | $7.85M | Buy |
+19,659
| New | +$7.85M | 0.91% | 41 |
|