Aprio Wealth Management’s TotalEnergies TTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Sell
4,840
-3,658
-43% -$225K 0.03% 292
2025
Q1
$550K Buy
8,498
+4,151
+95% +$269K 0.07% 164
2024
Q4
$237K Sell
4,347
-1,573
-27% -$85.7K 0.03% 265
2024
Q3
$383K Buy
5,920
+2,286
+63% +$148K 0.06% 152
2024
Q2
$242K Buy
3,634
+509
+16% +$33.9K 0.04% 205
2024
Q1
$215K Sell
3,125
-853
-21% -$58.7K 0.04% 205
2023
Q4
$268K Buy
+3,978
New +$268K 0.06% 153