EP Wealth Advisors’s TotalEnergies TTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Buy |
9,798
+1,994
| +26% | +$122K | ﹤0.01% | 715 |
|
|
2025
Q1 | $505K | Sell |
7,804
-719
| -8% | -$46.5K | ﹤0.01% | 705 |
|
|
2024
Q4 | $465K | Sell |
8,523
-1,618
| -16% | -$88.2K | ﹤0.01% | 716 |
|
|
2024
Q3 | $655K | Buy |
10,141
+1,254
| +14% | +$81K | 0.01% | 609 |
|
|
2024
Q2 | $593K | Buy |
8,887
+130
| +1% | +$8.67K | 0.01% | 497 |
|
|
2024
Q1 | $603K | Buy |
8,757
+3,411
| +64% | +$235K | 0.01% | 477 |
|
|
2023
Q4 | $360K | Buy |
+5,346
| New | +$360K | ﹤0.01% | 569 |
|