Heritage Wealth Management (California)’s Texas Instruments TXN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$266K Sell
1,279
-78
-6% -$16.2K 0.18% 71
2025
Q1
$244K Buy
1,357
+76
+6% +$13.7K 0.18% 74
2024
Q4
$240K Sell
1,281
-101
-7% -$18.9K 0.17% 75
2024
Q3
$285K Buy
1,382
+7
+0.5% +$1.45K 0.2% 62
2024
Q2
$267K Sell
1,375
-1
-0.1% -$195 0.2% 59
2024
Q1
$240K Buy
1,376
+5
+0.4% +$871 0.18% 63
2023
Q4
$234K Buy
+1,371
New +$234K 0.19% 62