TCWA
Turtle Creek Wealth Advisors’s Texas Capital Bancshares TCBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $765K | Buy |
+9,641
| New | +$765K | 0.09% | 128 |
|
|
2024
Q4 | – | Sell |
-9,641
| Closed | -$689K | – | 152 |
|
|
2024
Q3 | $689K | Hold |
9,641
| – | – | 0.14% | 85 |
|
|
2024
Q2 | $589K | Sell |
9,641
-1,434
| -13% | -$87.7K | 0.14% | 85 |
|
|
2024
Q1 | $682K | Sell |
11,075
-917
| -8% | -$56.4K | 0.17% | 80 |
|
|
2023
Q4 | $775K | Buy |
+11,992
| New | +$775K | 0.23% | 76 |
|