FWA
FSM Wealth Advisors’s TotalEnergies TTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Sell |
6,035
-170
| -3% | -$10.3K | 0.06% | 191 |
|
|
2025
Q1 | $401K | Buy |
6,205
+570
| +10% | +$36.9K | 0.09% | 128 |
|
|
2024
Q4 | $333K | Buy |
5,635
+187
| +3% | +$11K | 0.08% | 129 |
|
|
2024
Q3 | $352K | Buy |
5,448
+107
| +2% | +$6.91K | 0.09% | 119 |
|
|
2024
Q2 | $356K | Sell |
5,341
-58
| -1% | -$3.87K | 0.12% | 102 |
|
|
2024
Q1 | $372K | Sell |
5,399
-98
| -2% | -$6.75K | 0.13% | 107 |
|
|
2023
Q4 | $370K | Sell |
5,497
-325
| -6% | -$21.9K | 0.16% | 100 |
|
|
2023
Q3 | $383K | Buy |
5,822
+1,918
| +49% | +$126K | 0.19% | 94 |
|
|
2023
Q2 | $224K | Buy |
+3,904
| New | +$224K | 0.11% | 150 |
|