TCBWMS
Texas Capital Bank Wealth Management Services’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.49M | Sell |
67,364
-4,066
| -6% | -$573K | 0.89% | 26 |
|
|
2025
Q1 | $8.33M | Sell |
71,430
-12,278
| -15% | -$1.43M | 0.84% | 28 |
|
|
2024
Q4 | $10.5M | Sell |
83,708
-1,278
| -2% | -$161K | 1.08% | 17 |
|
|
2024
Q3 | $8.86M | Buy |
84,986
+2,144
| +3% | +$223K | 0.87% | 30 |
|
|
2024
Q2 | $8.05M | Buy |
82,842
+3,829
| +5% | +$372K | 0.84% | 30 |
|
|
2024
Q1 | $7.44M | Buy |
79,013
+11,603
| +17% | +$1.09M | 0.82% | 35 |
|
|
2023
Q4 | $6.29M | Sell |
67,410
-1,717
| -2% | -$160K | 0.74% | 38 |
|
|
2023
Q3 | $5.65M | Sell |
69,127
-11,365
| -14% | -$928K | 0.71% | 42 |
|
|
2023
Q2 | $6.87M | Buy |
+80,492
| New | +$6.87M | 0.74% | 47 |
|
|
2020
Q4 | – | Sell |
-8,055
| Closed | -$389K | – | 153 |
|
|
2020
Q3 | $389K | Buy |
+8,055
| New | +$389K | 0.06% | 115 |
|