Summit Wealth Group’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
$256K Hold
1,232
0.07% 100
2025
Q1
$221K Hold
1,232
0.06% 96
2024
Q4
$231K Hold
1,232
0.07% 92
2024
Q3
$254K Hold
1,232
0.07% 86
2024
Q2
$240K Buy
+1,232
New +$240K 0.07% 87
2023
Q3
Sell
-1,256
Closed -$226K 71
2023
Q2
$226K Sell
1,256
-232,373
-99% -$41.8M 0.09% 69
2023
Q1
$1K Buy
+233,629
New +$1K 0.02% 145
2021
Q4
Sell
-1,599
Closed -$307K 49
2021
Q3
$307K Buy
+1,599
New +$307K 0.49% 30
2021
Q1
Sell
-1,489
Closed -$244K 213
2020
Q4
$244K Hold
1,489
0.15% 37
2020
Q3
$213K Buy
+1,489
New +$213K 0.19% 30
2020
Q1
Sell
-1,659
Closed -$213K 29
2019
Q4
$213K Buy
+1,659
New +$213K 0.2% 27