San Luis Wealth Advisors’s Texas Instruments TXN Stock Holding History

San Luis Wealth Advisors’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 Q4	–	Sell	-1,052	Closed	-$217K	–	154
2024 Q3	$217K	Buy	+1,052	New	+$211K	0.04%	132
2023 Q3	–	Sell	-10,617	Closed	-$1.91M	–	152
2023 Q2	$1.91M	Sell	10,617 -1,555	-13%	-$268K	0.67%	31
2023 Q1	$2.26M	Buy	+12,172	New	+$2.14M	0.87%	23
2022 Q2	–	Sell	-600	Closed	-$113K	–	394
2022 Q1	$113K	Buy	+600	New	+$106K	0.06%	189
2021 Q4	–	Sell	-1,684	Closed	-$324K	–	151
2021 Q3	$324K	Buy	+1,684	New	+$321K	0.18%	115

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

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

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

San Luis Wealth Advisors's TXN Position: Q4 2024 in Review

San Luis Wealth Advisors sold out of Texas Instruments (TXN) in Q4 2024, closing a stake of 1,052 shares — an estimated $217K sold.

San Luis Wealth Advisors first reported a position in TXN in Q3 2021 and held it in 5 quarters. The position peaked at $2.26M in Q1 2023. 2,382 funds tracked by Wall St. Rank hold TXN as of Q4 2024.

San Luis Wealth Advisors reported no remaining Texas Instruments position as of Q4 2024 after selling out during the quarter.
San Luis Wealth Advisors sold 1,052 Texas Instruments shares in Q4 2024, an estimated $217K.
San Luis Wealth Advisors first reported a position in Texas Instruments in Q3 2021 and held it in 5 quarters.
San Luis Wealth Advisors's Texas Instruments position peaked at $2.26M in Q1 2023.
2,382 funds tracked by Wall St. Rank held Texas Instruments as of Q4 2024.

Based on San Luis Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.