Beverly Hills Private Wealth’s TotalEnergies TTE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$966K	Sell	10,621 -48	-0.4%	-$3.67K	0.16%	127
2025 Q4	$698K	Sell	10,669 -438	-4%	-$27.7K	0.12%	145
2025 Q3	$663K	Sell	11,107 -65	-0.6%	-$4.01K	0.12%	153
2025 Q2	$686K	Sell	11,172 -4,014	-26%	-$238K	0.13%	146
2025 Q1	$982K	Buy	15,186 +357	+2%	+$21.5K	0.19%	123
2024 Q4	$808K	Sell	14,829 -1,036	-7%	-$63K	0.16%	133
2024 Q3	$1.03M	Sell	15,865 -3,037	-16%	-$206K	0.21%	125
2024 Q2	$1.26M	Sell	18,902 -1,855	-9%	-$132K	0.27%	98
2024 Q1	$1.43M	Sell	20,757 -1,385	-6%	-$90.8K	0.33%	81
2023 Q4	$1.49M	Sell	22,142 -673	-3%	-$44.9K	0.39%	76
2023 Q3	$1.5M	Sell	22,815 -24,534	-52%	-$1.52M	0.45%	68
2023 Q2	$2.87M	Buy	47,349 +24,759	+110%	+$1.5M	0.47%	62
2023 Q1	$1.33M	Buy	22,590 +4,970	+28%	+$306K	0.41%	66
2022 Q4	$1.09M	Buy	+17,620	New	+$1.01M	0.48%	66