Transform Wealth’s Texas Instruments TXN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$541K Sell
3,011
-50
-2% -$9.36K 0.03% 168
2024
Q4
$574K Hold
3,061
0.03% 168
2024
Q3
$632K Buy
3,061
+920
+43% +$185K 0.04% 131
2024
Q2
$416K Sell
2,141
-115
-5% -$21.2K 0.03% 156
2024
Q1
$393K Sell
2,256
-129
-5% -$21.5K 0.04% 165
2023
Q4
$407K Sell
2,385
-649
-21% -$101K 0.04% 188
2023
Q3
$482K Sell
3,034
-8,561
-74% -$1.46M 0.05% 166
2023
Q2
$2.09M Sell
11,595
-1
-0% -$172 0.19% 110
2023
Q1
$2.16M Sell
11,596
-32
-0.3% -$5.63K 0.2% 105
2022
Q4
$1.92M Sell
11,628
-102
-0.9% -$17K 0.22% 100
2022
Q3
$1.82M Buy
11,730
+250
+2% +$41.9K 0.24% 76
2022
Q2
$1.76M Sell
11,480
-225
-2% -$37.9K 0.26% 77
2022
Q1
$2.15M Sell
11,705
-111
-0.9% -$19.6K 0.24% 84
2021
Q4
$2.23M Buy
11,816
+153
+1% +$29.4K 0.23% 84
2021
Q3
$2.24M Sell
11,663
-109
-0.9% -$20.8K 0.26% 85
2021
Q2
$2.26M Buy
11,772
+7,537
+178% +$1.41M 0.28% 87
2021
Q1
$800K Sell
4,235
-112
-3% -$19.5K 0.16% 112
2020
Q4
$713K Sell
4,347
-9,753
-69% -$1.52M 0.15% 123
2020
Q3
$2.01M Sell
14,100
-204
-1% -$27.7K 0.32% 80
2020
Q2
$1.82M Sell
14,304
-6,284
-31% -$733K 0.31% 79
2020
Q1
$2.06M Sell
20,588
-168
-0.8% -$20.2K 0.44% 80
2019
Q4
$2.66M Buy
20,756
+975
+5% +$120K 0.42% 76
2019
Q3
$2.56M Buy
19,781
+520
+3% +$64.1K 0.45% 75
2019
Q2
$2.21M Sell
19,261
-115
-0.6% -$12.9K 0.32% 93
2019
Q1
$2.06M Buy
19,376
+655
+3% +$67.9K 0.38% 90
2018
Q4
$1.77M Buy
18,721
+31
+0.2% +$3K 0.36% 85
2018
Q3
$2M Buy
18,690
+926
+5% +$103K 0.35% 90
2018
Q2
$1.96M Buy
17,764
+64
+0.4% +$6.92K 0.35% 88
2018
Q1
$1.84M Buy
17,700
+1,001
+6% +$108K 0.35% 93
2017
Q4
$1.74M Buy
16,699
+402
+2% +$39.1K 0.32% 104
2017
Q3
$1.46M Buy
+16,297
New +$1.34M 0.51% 65
2017
Q2
Sell
-10,512
Closed -$847K 174
2017
Q1
$847K Sell
10,512
-3,313
-24% -$257K 0.32% 113
2016
Q4
$1.01M Sell
13,825
-847
-6% -$60.4K 0.4% 84
2016
Q3
$1.03M Buy
14,672
+145
+1% +$9.88K 0.44% 79
2016
Q2
$910K Buy
+14,527
New +$864K 0.38% 91

Other funds holding TXN

Transform Wealth's TXN Position: Q1 2025 in Review

Transform Wealth reduced its Texas Instruments (TXN) stake by 1.6% in Q1 2025, selling an estimated $9.36K and leaving 3,011 shares worth $541K. The position accounts for 0.03% of the portfolio, ranked #168.

Transform Wealth first reported a position in TXN in Q2 2016 and has held it in 35 quarters since. The position peaked at $2.66M in Q4 2019. 2,365 funds tracked by Wall St. Rank hold TXN as of Q1 2025.

  • Transform Wealth held 3,011 shares of Texas Instruments worth $541K as of Q1 2025.
  • Transform Wealth sold 50 Texas Instruments shares in Q1 2025, an estimated $9.36K.
  • Texas Instruments made up 0.03% of Transform Wealth's portfolio in Q1 2025, its #168 holding.
  • Transform Wealth first reported a position in Texas Instruments in Q2 2016 and has held it in 35 quarters since.
  • Transform Wealth's Texas Instruments position peaked at $2.66M in Q4 2019.
  • 2,365 funds tracked by Wall St. Rank held Texas Instruments as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.