JWM
Jackson Wealth Management’s Texas Instruments TXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-24,873
| Closed | -$4.24M | – | 154 |
|
|
2023
Q4 | $4.24M | Sell |
24,873
-10,631
| -30% | -$1.81M | 0.56% | 44 |
|
|
2023
Q3 | $5.65M | Sell |
35,504
-394
| -1% | -$62.6K | 0.81% | 27 |
|
|
2023
Q2 | $6.46M | Buy |
+35,898
| New | +$6.46M | 0.95% | 22 |
|
|
2022
Q4 | – | Sell |
-23,473
| Closed | -$3.63M | – | 102 |
|
|
2022
Q3 | $3.63M | Buy |
23,473
+14,197
| +153% | +$2.2M | 0.72% | 39 |
|
|
2022
Q2 | $1.43M | Buy |
+9,276
| New | +$1.43M | 0.66% | 39 |
|
|
2022
Q1 | – | Sell |
-38,982
| Closed | -$7.35M | – | 129 |
|
|
2021
Q4 | $7.35M | Buy |
38,982
+447
| +1% | +$84.2K | 0.93% | 33 |
|
|
2021
Q3 | $88K | Buy |
38,535
+661
| +2% | +$1.51K | 1.07% | 26 |
|
|
2021
Q2 | $7.28M | Buy |
37,874
+1,236
| +3% | +$238K | 0.92% | 31 |
|
|
2021
Q1 | $6.92M | Buy |
36,638
+988
| +3% | +$187K | 1.04% | 29 |
|
|
2020
Q4 | $5.85M | Buy |
35,650
+1,781
| +5% | +$292K | 0.8% | 32 |
|
|
2020
Q3 | $4.84M | Sell |
33,869
-9,433
| -22% | -$1.35M | 0.72% | 32 |
|
|
2020
Q2 | $5.5M | Buy |
43,302
+3,879
| +10% | +$493K | 0.98% | 28 |
|
|
2020
Q1 | $4.53M | Sell |
39,423
-6,729
| -15% | -$773K | 0.95% | 25 |
|
|
2019
Q4 | $6.02M | Buy |
46,152
+11,565
| +33% | +$1.51M | 1% | 28 |
|
|
2019
Q3 | $4.42M | Buy |
34,587
+10,931
| +46% | +$1.4M | 0.93% | 27 |
|
|
2019
Q2 | $2.74M | Buy |
23,656
+1,426
| +6% | +$165K | 0.6% | 48 |
|
|
2019
Q1 | $2.36M | Buy |
22,230
+455
| +2% | +$48.3K | 0.58% | 48 |
|
|
2018
Q4 | $1.94M | Buy |
21,775
+11,653
| +115% | +$1.04M | 0.58% | 46 |
|
|
2018
Q3 | $1.09M | Buy |
+10,122
| New | +$1.09M | 0.23% | 79 |
|
|
2018
Q2 | – | Sell |
-15,199
| Closed | -$1.58M | – | 106 |
|
|
2018
Q1 | $1.58M | Buy |
+15,199
| New | +$1.58M | 0.44% | 61 |
|