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WR Wealth Planners’s Texas Instruments TXN Stock Holding History

WR Wealth Planners’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 		$391K Buy
2,083
+4
+0.2% +$800 0.13% 107
2024
Q3 		$429K Hold
2,079
– – 0.12% 112
2024
Q2 		$404K Buy
2,079
+2
+0.1% +$370 0.12% 110
2024
Q1 		$362K Sell
2,077
-29
-1% -$4.84K 0.11% 122
2023
Q4 		$359K Sell
2,106
-409
-16% -$63.4K 0.13% 133
2023
Q3 		$400K Sell
2,515
-14
-0.6% -$2.39K 0.15% 108
2023
Q2 		$455K Buy
2,529
+391
+18% +$67.3K 0.18% 97
2023
Q1 		$398K Buy
2,138
+2,130
+26,625% +$374K 0.17% 99
2022
Q4 		$1.32K Hold
8
– – ﹤0.01% 418
2022
Q3 		$1.24K Hold
8
– – ﹤0.01% 411
2022
Q2 		$1.23K Hold
8
– – ﹤0.01% 447
2022
Q1 		$1.47K Buy
+8
New +$1.41K ﹤0.01% 449

Other funds holding TXN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WR Wealth Planners's TXN Position: Q4 2024 in Review

WR Wealth Planners increased its Texas Instruments (TXN) stake by 0.19% in Q4 2024, buying an estimated $800 and bringing the position to 2,083 shares worth $391K. The position accounts for 0.13% of the portfolio, ranked #107.

WR Wealth Planners first reported a position in TXN in Q1 2022 and has held it in 12 quarters since. The position peaked at $455K in Q2 2023. 2,383 funds tracked by Wall St. Rank hold TXN as of Q4 2024.

  • WR Wealth Planners held 2,083 shares of Texas Instruments worth $391K as of Q4 2024.
  • WR Wealth Planners bought 4 Texas Instruments shares in Q4 2024, an estimated $800.
  • Texas Instruments made up 0.13% of WR Wealth Planners's portfolio in Q4 2024, its #107 holding.
  • WR Wealth Planners first reported a position in Texas Instruments in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's Texas Instruments position peaked at $455K in Q2 2023.
  • 2,383 funds tracked by Wall St. Rank held Texas Instruments as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.