Carson Wealth (CWM LLC)’s TotalEnergies TTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.09M | Buy |
99,214
+3,211
| +3% | +$197K | 0.02% | 527 |
|
|
2025
Q1 | $6.21M | Sell |
96,003
-2,489
| -3% | -$161K | 0.02% | 461 |
|
|
2024
Q4 | $5.37M | Sell |
98,492
-4,076
| -4% | -$222K | 0.02% | 459 |
|
|
2024
Q3 | $6.63M | Sell |
102,568
-3,830
| -4% | -$247K | 0.03% | 391 |
|
|
2024
Q2 | $7.1M | Sell |
106,398
-6,073
| -5% | -$405K | 0.03% | 353 |
|
|
2024
Q1 | $7.74M | Sell |
112,471
-8,763
| -7% | -$603K | 0.04% | 337 |
|
|
2023
Q4 | $8.17M | Sell |
121,234
-6,616
| -5% | -$446K | 0.04% | 301 |
|
|
2023
Q3 | $8.41M | Sell |
127,850
-12,770
| -9% | -$840K | 0.05% | 264 |
|
|
2023
Q2 | $8.11M | Sell |
140,620
-14,914
| -10% | -$860K | 0.05% | 262 |
|
|
2023
Q1 | $9.18M | Sell |
155,534
-11,506
| -7% | -$679K | 0.06% | 228 |
|
|
2022
Q4 | $10.4M | Sell |
167,040
-7,809
| -4% | -$485K | 0.08% | 197 |
|
|
2022
Q3 | $8.13M | Buy |
174,849
+1,256
| +0.7% | +$58.4K | 0.06% | 216 |
|
|
2022
Q2 | $9.14M | Buy |
173,593
+2,198
| +1% | +$116K | 0.07% | 207 |
|
|
2022
Q1 | $8.66M | Buy |
171,395
+107
| +0.1% | +$5.41K | 0.06% | 225 |
|
|
2021
Q4 | $8.47M | Buy |
+171,288
| New | +$8.47M | 0.06% | 231 |
|
|
2021
Q2 | $7.96M | Hold |
175,819
| – | – | 0.06% | 230 |
|
|
2021
Q1 | $7.96M | Hold |
175,819
| – | – | 0.06% | 230 |
|
|
2020
Q4 | $7.96M | Hold |
175,819
| – | – | 0.06% | 230 |
|
|
2020
Q3 | $7.96M | Hold |
175,819
| – | – | 0.06% | 230 |
|
|
2020
Q2 | $7.96M | Hold |
175,819
| – | – | 0.06% | 230 |
|
|
2020
Q1 | $7.96M | Hold |
175,819
| – | – | 0.06% | 230 |
|
|
2019
Q4 | $7.96M | Hold |
175,819
| – | – | 0.06% | 230 |
|
|
2019
Q3 | $7.96M | Hold |
175,819
| – | – | 0.06% | 230 |
|
|
2019
Q2 | $7.96M | Hold |
175,819
| – | – | 0.06% | 230 |
|
|
2019
Q1 | $7.96M | Buy |
175,819
+153,176
| +676% | +$6.93M | 0.06% | 230 |
|
|
2018
Q4 | $1.18M | Buy |
22,643
+18,517
| +449% | +$967K | 0.03% | 354 |
|
|
2018
Q3 | $266K | Buy |
4,126
+1,924
| +87% | +$124K | 0.01% | 465 |
|
|
2018
Q2 | $133K | Buy |
2,202
+2,144
| +3,697% | +$129K | ﹤0.01% | 484 |
|
|
2018
Q1 | $3K | Sell |
58
-82
| -59% | -$4.24K | ﹤0.01% | 1124 |
|
|
2017
Q4 | $8K | Sell |
140
-585
| -81% | -$33.4K | ﹤0.01% | 948 |
|
|
2017
Q3 | $39K | Buy |
725
+706
| +3,716% | +$38K | ﹤0.01% | 563 |
|
|
2017
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 1143 |
|
|
2017
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1109 |
|
|
2016
Q4 | – | Sell |
-86
| Closed | -$4K | – | 1183 |
|
|
2016
Q3 | $4K | Buy |
+86
| New | +$4K | ﹤0.01% | 852 |
|