Texas Capital Bank Wealth Management Services’s MSCI MSCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.18M	Sell	11,457 -423	-4%	-$239K	0.37%	44
2025 Q4	$6.82M	Sell	11,880 -466	-4%	-$261K	0.39%	44
2025 Q3	$7.01M	Sell	12,346 -1,258	-9%	-$711K	0.58%	37
2025 Q2	$7.85M	Sell	13,604 -871	-6%	-$482K	0.73%	32
2025 Q1	$8.19M	Buy	14,475 +429	+3%	+$249K	0.83%	29
2024 Q4	$8.43M	Buy	14,046 +23	+0.2%	+$13.8K	0.86%	27
2024 Q3	$8.17M	Buy	14,023 +260	+2%	+$141K	0.8%	33
2024 Q2	$6.63M	Buy	13,763 +751	+6%	+$373K	0.69%	39
2024 Q1	$7.29M	Buy	13,012 +12,280	+1,678%	+$6.9M	0.8%	36
2023 Q4	$414K	Sell	732 -44	-6%	-$22.7K	0.05%	120
2023 Q3	$398K	Sell	776 -75	-9%	-$39.4K	0.05%	135
2023 Q2	$399K	Buy	851 +1	+0.1%	+$488	0.04%	133
2023 Q1	$476K	Hold	850	–	–	0.06%	120
2022 Q4	$395K	Hold	850	–	–	0.05%	117
2022 Q3	$359K	Hold	850	–	–	0.05%	106
2022 Q2	$350K	Sell	850 -17	-2%	-$7.4K	0.04%	106
2022 Q1	$436K	Buy	867 +17	+2%	+$8.82K	0.04%	109
2021 Q4	$521K	Hold	850	–	–	0.05%	105
2021 Q3	$517K	Buy	+850	New	+$519K	0.05%	99