Texas Capital Bank Wealth Management Services’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
7,824
+387
| +5% | +$137K | 0.26% | 56 |
|
|
2025
Q1 | $2.61M | Buy |
7,437
+3,260
| +78% | +$1.14M | 0.26% | 53 |
|
|
2024
Q4 | $1.32M | Buy |
4,177
+230
| +6% | +$72.7K | 0.14% | 60 |
|
|
2024
Q3 | $1.09M | Buy |
3,947
+1,133
| +40% | +$312K | 0.11% | 72 |
|
|
2024
Q2 | $739K | Buy |
2,814
+623
| +28% | +$164K | 0.08% | 94 |
|
|
2024
Q1 | $612K | Buy |
2,191
+42
| +2% | +$11.7K | 0.07% | 104 |
|
|
2023
Q4 | $560K | Sell |
2,149
-254
| -11% | -$66.1K | 0.07% | 108 |
|
|
2023
Q3 | $553K | Sell |
2,403
-243
| -9% | -$55.9K | 0.07% | 111 |
|
|
2023
Q2 | $628K | Sell |
2,646
-350
| -12% | -$83.1K | 0.07% | 109 |
|
|
2023
Q1 | $675K | Buy |
2,996
+147
| +5% | +$33.1K | 0.08% | 108 |
|
|
2022
Q4 | $592K | Buy |
2,849
+391
| +16% | +$81.2K | 0.07% | 105 |
|
|
2022
Q3 | $437K | Hold |
2,458
| – | – | 0.06% | 103 |
|
|
2022
Q2 | $484K | Sell |
2,458
-152
| -6% | -$29.9K | 0.06% | 98 |
|
|
2022
Q1 | $579K | Buy |
2,610
+235
| +10% | +$52.1K | 0.05% | 97 |
|
|
2021
Q4 | $515K | Buy |
2,375
+28
| +1% | +$6.07K | 0.04% | 106 |
|
|
2021
Q3 | $523K | Buy |
2,347
+41
| +2% | +$9.14K | 0.05% | 98 |
|
|
2021
Q2 | $539K | Buy |
2,306
+65
| +3% | +$15.2K | 0.07% | 96 |
|
|
2021
Q1 | $474K | Sell |
2,241
-13
| -0.6% | -$2.75K | 0.07% | 95 |
|
|
2020
Q4 | $493K | Buy |
2,254
+203
| +10% | +$44.4K | 0.07% | 86 |
|
|
2020
Q3 | $410K | Buy |
2,051
+19
| +0.9% | +$3.8K | 0.07% | 109 |
|
|
2020
Q2 | $393K | Buy |
2,032
+69
| +4% | +$13.3K | 0.09% | 81 |
|
|
2020
Q1 | $316K | Sell |
1,963
-43
| -2% | -$6.92K | 0.09% | 83 |
|
|
2019
Q4 | $377K | Buy |
+2,006
| New | +$377K | 0.08% | 91 |
|