Bartlett & Co 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 | $126K | Buy |
2,011
+33
| +2% | +$2.08K | ﹤0.01% | 504 |
|
|
2025
Q1 | $130K | Hold |
1,978
| – | – | ﹤0.01% | 503 |
|
|
2024
Q4 | $109K | Hold |
1,978
| – | – | ﹤0.01% | 529 |
|
|
2024
Q3 | $130K | Hold |
1,978
| – | – | ﹤0.01% | 505 |
|
|
2024
Q2 | $134K | Sell |
1,978
-332
| -14% | -$22.4K | ﹤0.01% | 495 |
|
|
2024
Q1 | $161K | Buy |
2,310
+100
| +5% | +$6.96K | ﹤0.01% | 485 |
|
|
2023
Q4 | $150K | Hold |
2,210
| – | – | ﹤0.01% | 512 |
|
|
2023
Q3 | $147K | Buy |
2,210
+157
| +8% | +$10.4K | ﹤0.01% | 488 |
|
|
2023
Q2 | $120K | Hold |
2,053
| – | – | ﹤0.01% | 519 |
|
|
2023
Q1 | $123K | Sell |
2,053
-235
| -10% | -$14.1K | ﹤0.01% | 439 |
|
|
2022
Q4 | $144K | Hold |
2,288
| – | – | ﹤0.01% | 423 |
|
|
2022
Q3 | $108K | Hold |
2,288
| – | – | ﹤0.01% | 446 |
|
|
2022
Q2 | $122K | Hold |
2,288
| – | – | ﹤0.01% | 433 |
|
|
2022
Q1 | $117K | Buy |
+2,288
| New | +$117K | ﹤0.01% | 459 |
|
|
2021
Q4 | – | Sell |
-2,210
| Closed | -$108K | – | 855 |
|
|
2021
Q3 | $108K | Sell |
2,210
-62
| -3% | -$3.02K | ﹤0.01% | 401 |
|
|
2021
Q2 | $105K | Hold |
2,272
| – | – | ﹤0.01% | 405 |
|
|
2021
Q1 | $107K | Sell |
2,272
-6,005
| -73% | -$284K | ﹤0.01% | 401 |
|
|
2020
Q4 | $354K | Buy |
8,277
+67
| +0.8% | +$2.86K | 0.01% | 281 |
|
|
2020
Q3 | $288K | Sell |
8,210
-310
| -4% | -$10.9K | 0.01% | 279 |
|
|
2020
Q2 | $335K | Sell |
8,520
-450
| -5% | -$17.7K | 0.01% | 266 |
|
|
2020
Q1 | $341K | Sell |
8,970
-800
| -8% | -$30.4K | 0.01% | 253 |
|
|
2019
Q4 | $540K | Hold |
9,770
| – | – | 0.01% | 257 |
|
|
2019
Q3 | $515K | Sell |
9,770
-173
| -2% | -$9.12K | 0.01% | 251 |
|
|
2019
Q2 | $562K | Sell |
9,943
-12
| -0.1% | -$678 | 0.02% | 196 |
|
|
2019
Q1 | $561K | Sell |
9,955
-188
| -2% | -$10.6K | 0.02% | 194 |
|
|
2018
Q4 | $537K | Hold |
10,143
| – | – | 0.02% | 192 |
|
|
2018
Q3 | $661K | Buy |
10,143
+100
| +1% | +$6.51K | 0.02% | 187 |
|
|
2018
Q2 | $615K | Buy |
10,043
+173
| +2% | +$10.6K | 0.03% | 186 |
|
|
2018
Q1 | $577K | Buy |
+9,870
| New | +$577K | 0.02% | 188 |
|