TCBWMS
Texas Capital Bank Wealth Management Services’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85M | Sell |
13,604
-871
| -6% | -$502K | 0.73% | 32 |
|
|
2025
Q1 | $8.19M | Buy |
14,475
+429
| +3% | +$243K | 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% | +$152K | 0.8% | 33 |
|
|
2024
Q2 | $6.63M | Buy |
13,763
+751
| +6% | +$362K | 0.69% | 39 |
|
|
2024
Q1 | $7.29M | Buy |
13,012
+12,280
| +1,678% | +$6.88M | 0.8% | 36 |
|
|
2023
Q4 | $414K | Sell |
732
-44
| -6% | -$24.9K | 0.05% | 120 |
|
|
2023
Q3 | $398K | Sell |
776
-75
| -9% | -$38.5K | 0.05% | 135 |
|
|
2023
Q2 | $399K | Buy |
851
+1
| +0.1% | +$469 | 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% | -$7K | 0.04% | 106 |
|
|
2022
Q1 | $436K | Buy |
867
+17
| +2% | +$8.55K | 0.04% | 109 |
|
|
2021
Q4 | $521K | Hold |
850
| – | – | 0.05% | 105 |
|
|
2021
Q3 | $517K | Buy |
+850
| New | +$517K | 0.05% | 99 |
|