Sweet Financial Partners’s Texas Instruments TXN Stock Holding History

Sweet Financial Partners’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 Q3	$636K	Sell	3,080 -6,255	-67%	-$1.26M	0.14%	113
2024 Q2	$1.82M	Buy	9,335 +598	+7%	+$110K	0.41%	54
2024 Q1	$1.52M	Buy	8,737 +1,560	+22%	+$260K	0.35%	65
2023 Q4	$1.22M	Sell	7,177 -2,592	-27%	-$402K	0.29%	70
2023 Q3	$1.55M	Buy	9,769 +689	+8%	+$118K	0.41%	54
2023 Q2	$1.63M	Buy	9,080 +3,197	+54%	+$550K	0.43%	52
2023 Q1	$1.09M	Buy	5,883 +1,762	+43%	+$310K	0.3%	62
2022 Q4	$681K	Buy	4,121 +550	+15%	+$91.7K	0.2%	78
2022 Q3	$553K	Buy	3,571 +458	+15%	+$76.8K	0.18%	82
2022 Q2	$478K	Buy	3,113 +1,005	+48%	+$169K	0.15%	90
2022 Q1	$387K	Buy	+2,108	New	+$372K	0.1%	117

Other funds holding TXN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wellington Management Group

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

Geode Capital Management

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

Bank of America

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return