CWM
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Congress Wealth Management’s TotalEnergies TTE Stock Holding History

Congress Wealth Management’s Portfolio TTE Stock Details TTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.19M Sell
35,747
-766
-2% -$47K 0.02% 537
2025
Q1 		$2.35M Buy
36,513
+11,390
+45% +$734K 0.03% 458
2024
Q4 		$1.38M Buy
25,123
+2,466
+11% +$135K 0.02% 464
2024
Q3 		$1.46M Buy
+22,657
New +$1.46M 0.02% 463