MPS Loria Financial Planners’s Texas Instruments TXN Stock Holding History

MPS Loria Financial Planners’s Portfolio TXN Stock Details TXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,245	Closed	-$212K	–	85
2023 Q4	$212K	Buy	+1,245	New	+$193K	0.07%	82
2023 Q3	–	Sell	-1,245	Closed	-$224K	–	79
2023 Q2	$224K	Hold	1,245	–	–	0.08%	73
2023 Q1	$232K	Buy	+1,245	New	+$219K	0.09%	69
2022 Q3	–	Sell	-1,407	Closed	-$216K	–	74
2022 Q2	$216K	Hold	1,407	–	–	0.1%	67
2022 Q1	$258K	Hold	1,407	–	–	0.11%	70
2021 Q4	$265K	Buy	1,407 +200	+17%	+$38.4K	0.11%	68
2021 Q3	$232K	Hold	1,207	–	–	0.11%	71
2021 Q2	$232K	Sell	1,207 -39	-3%	-$7.31K	0.11%	74
2021 Q1	$235K	Hold	1,246	–	–	0.11%	71
2020 Q4	$202K	Buy	1,246 +445	+56%	+$69.2K	0.09%	75
2020 Q3	$114K	Hold	801	–	–	0.06%	99
2020 Q2	$102K	Buy	+801	New	+$93.4K	0.05%	102
2017 Q3	–	Sell	-201	Closed	-$17K	–	311
2017 Q2	$17K	Buy	+201	New	+$16.1K	0.01%	245

Other funds holding TXN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

MPS Loria Financial Planners's TXN Position: Q1 2024 in Review

MPS Loria Financial Planners sold out of Texas Instruments (TXN) in Q1 2024, closing a stake of 1,245 shares — an estimated $212K sold.

MPS Loria Financial Planners first reported a position in TXN in Q2 2017 and held it in 13 quarters. The position peaked at $265K in Q4 2021. 2,198 funds tracked by Wall St. Rank hold TXN as of Q1 2024.

MPS Loria Financial Planners reported no remaining Texas Instruments position as of Q1 2024 after selling out during the quarter.
MPS Loria Financial Planners sold 1,245 Texas Instruments shares in Q1 2024, an estimated $212K.
MPS Loria Financial Planners first reported a position in Texas Instruments in Q2 2017 and held it in 13 quarters.
MPS Loria Financial Planners's Texas Instruments position peaked at $265K in Q4 2021.
2,198 funds tracked by Wall St. Rank held Texas Instruments as of Q1 2024.

Based on MPS Loria Financial Planners's 13F filing for Q1 2024, filed 17 Apr 2024.