TCBWMS
Texas Capital Bank Wealth Management Services’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Sell |
34,786
-420
| -1% | -$209K | 1.62% | 10 |
|
|
2025
Q1 | $13.2M | Buy |
35,206
+3,824
| +12% | +$1.44M | 1.34% | 11 |
|
|
2024
Q4 | $13.2M | Buy |
31,382
+355
| +1% | +$150K | 1.35% | 10 |
|
|
2024
Q3 | $13.4M | Buy |
31,027
+1,813
| +6% | +$780K | 1.31% | 10 |
|
|
2024
Q2 | $13.1M | Buy |
29,214
+3,353
| +13% | +$1.5M | 1.36% | 10 |
|
|
2024
Q1 | $10.9M | Sell |
25,861
-5,372
| -17% | -$2.26M | 1.2% | 12 |
|
|
2023
Q4 | $11.7M | Sell |
31,233
-1,679
| -5% | -$631K | 1.39% | 10 |
|
|
2023
Q3 | $10.4M | Sell |
32,912
-9,080
| -22% | -$2.87M | 1.31% | 14 |
|
|
2023
Q2 | $14.3M | Buy |
41,992
+112
| +0.3% | +$38.1K | 1.53% | 11 |
|
|
2023
Q1 | $12.1M | Sell |
41,880
-539
| -1% | -$155K | 1.4% | 13 |
|
|
2022
Q4 | $10.2M | Sell |
42,419
-531
| -1% | -$127K | 1.24% | 19 |
|
|
2022
Q3 | $10M | Sell |
42,950
-5,076
| -11% | -$1.18M | 1.29% | 17 |
|
|
2022
Q2 | $12.3M | Sell |
48,026
-6,245
| -12% | -$1.6M | 1.43% | 12 |
|
|
2022
Q1 | $16.7M | Buy |
54,271
+3,975
| +8% | +$1.23M | 1.53% | 10 |
|
|
2021
Q4 | $16.9M | Sell |
50,296
-2,098
| -4% | -$706K | 1.46% | 13 |
|
|
2021
Q3 | $14.8M | Buy |
52,394
+13,861
| +36% | +$3.91M | 1.51% | 12 |
|
|
2021
Q2 | $10.4M | Buy |
38,533
+2,105
| +6% | +$570K | 1.31% | 16 |
|
|
2021
Q1 | $8.59M | Buy |
36,428
+776
| +2% | +$183K | 1.23% | 17 |
|
|
2020
Q4 | $7.93M | Buy |
35,652
+8,456
| +31% | +$1.88M | 1.17% | 16 |
|
|
2020
Q3 | $5.72M | Buy |
27,196
+1,871
| +7% | +$394K | 0.93% | 23 |
|
|
2020
Q2 | $5.15M | Buy |
25,325
+630
| +3% | +$128K | 1.15% | 16 |
|
|
2020
Q1 | $3.9M | Buy |
24,695
+442
| +2% | +$69.7K | 1.11% | 17 |
|
|
2019
Q4 | $3.83M | Buy |
+24,253
| New | +$3.83M | 0.84% | 22 |
|