Texas Capital Bank Wealth Management Services’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.49M | Sell |
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2025
Q1 | $8.33M | Sell |
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2024
Q4 | $10.5M | Sell |
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2024
Q3 | $8.86M | Buy |
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2024
Q2 | $8.05M | Buy |
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2024
Q1 | $7.44M | Buy |
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2023
Q4 | $6.29M | Sell |
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2023
Q3 | $5.65M | Sell |
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2023
Q2 | $6.87M | Buy |
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2020
Q4 | – | Sell |
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2020
Q3 | $389K | Buy |
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