SFWA
Summit Financial Wealth Advisors’s Texas Instruments TXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $806K | Hold |
4,484
| – | – | 0.16% | 65 |
|
|
2024
Q4 | $811K | Sell |
4,484
-10
| -0.2% | -$1.81K | 0.16% | 69 |
|
|
2024
Q3 | $928K | Buy |
4,494
+10
| +0.2% | +$2.07K | 0.17% | 65 |
|
|
2024
Q2 | $872K | Hold |
4,484
| – | – | 0.18% | 59 |
|
|
2024
Q1 | $781K | Hold |
4,484
| – | – | 0.16% | 63 |
|
|
2023
Q4 | $764K | Hold |
4,484
| – | – | 0.17% | 60 |
|
|
2023
Q3 | $657K | Hold |
4,484
| – | – | 0.16% | 62 |
|
|
2023
Q2 | $807K | Sell |
4,484
-87
| -2% | -$15.7K | 0.19% | 60 |
|
|
2023
Q1 | $850K | Hold |
4,571
| – | – | 0.2% | 59 |
|
|
2022
Q4 | $755K | Sell |
4,571
-559
| -11% | -$92.4K | 0.18% | 63 |
|
|
2022
Q3 | $804K | Buy |
5,130
+288
| +6% | +$45.1K | 0.23% | 53 |
|
|
2022
Q2 | $790K | Buy |
4,842
+166
| +4% | +$27.1K | 0.19% | 60 |
|
|
2022
Q1 | $858K | Buy |
4,676
+10
| +0.2% | +$1.84K | 0.17% | 60 |
|
|
2021
Q4 | $890K | Hold |
4,666
| – | – | 0.17% | 58 |
|
|
2021
Q3 | $897K | Sell |
4,666
-114
| -2% | -$21.9K | 0.2% | 56 |
|
|
2021
Q2 | $919K | Sell |
4,780
-1,012
| -17% | -$195K | 0.21% | 57 |
|
|
2021
Q1 | $951K | Sell |
5,792
-114
| -2% | -$18.7K | 0.24% | 49 |
|
|
2020
Q4 | $843K | Buy |
5,906
+114
| +2% | +$16.3K | 0.23% | 50 |
|
|
2020
Q3 | $843K | Sell |
5,792
-263
| -4% | -$38.3K | 0.22% | 53 |
|
|
2020
Q2 | $783K | Hold |
6,055
| – | – | 0.21% | 58 |
|
|
2020
Q1 | $660K | Sell |
6,055
-985
| -14% | -$107K | 0.21% | 62 |
|
|
2019
Q4 | $889K | Sell |
7,040
-491
| -7% | -$62K | 0.22% | 63 |
|
|
2019
Q3 | $980K | Sell |
7,531
-1,014
| -12% | -$132K | 0.24% | 64 |
|
|
2019
Q2 | $981K | Hold |
8,545
| – | – | 0.24% | 72 |
|
|
2019
Q1 | $963K | Sell |
8,545
-715
| -8% | -$80.6K | 0.25% | 65 |
|
|
2018
Q4 | $875K | Buy |
9,260
+72
| +0.8% | +$6.8K | 0.28% | 60 |
|
|
2018
Q3 | $913K | Sell |
9,188
-1,284
| -12% | -$128K | 0.27% | 63 |
|
|
2018
Q2 | $1.09M | Hold |
10,472
| – | – | 0.36% | 60 |
|
|
2018
Q1 | $1.09M | Sell |
10,472
-1,312
| -11% | -$136K | 0.36% | 60 |
|
|
2017
Q4 | $1.23M | Sell |
11,784
-2,854
| -19% | -$298K | 0.42% | 59 |
|
|
2017
Q3 | $1.31M | Sell |
14,638
-1,103
| -7% | -$98.9K | 0.48% | 57 |
|
|
2017
Q2 | $1.21M | Sell |
15,741
-475
| -3% | -$36.5K | 0.48% | 55 |
|
|
2017
Q1 | $1.31M | Sell |
16,216
-267
| -2% | -$21.5K | 0.57% | 52 |
|
|
2016
Q4 | $1.2M | Buy |
16,483
+30
| +0.2% | +$2.19K | 0.53% | 53 |
|
|
2016
Q3 | $1.16M | Sell |
16,453
-2,240
| -12% | -$157K | 0.5% | 51 |
|
|
2016
Q2 | $1.17M | Sell |
18,693
-2,079
| -10% | -$130K | 0.49% | 49 |
|
|
2016
Q1 | $1.19M | Buy |
20,772
+1,137
| +6% | +$65.3K | 0.52% | 47 |
|
|
2015
Q4 | $1.08M | Buy |
+19,635
| New | +$1.08M | 0.49% | 49 |
|