GeoWealth Management’s TotalEnergies TTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Sell
5,264
-826
-14% -$50.7K 0.01% 526
2025
Q1
$394K Sell
6,090
-948
-13% -$61.3K 0.02% 479
2024
Q4
$384K Sell
7,038
-366
-5% -$19.9K 0.01% 545
2024
Q3
$478K Sell
7,404
-421
-5% -$27.2K 0.02% 476
2024
Q2
$522K Buy
7,825
+1,004
+15% +$66.9K 0.02% 421
2024
Q1
$469K Sell
6,821
-16,650
-71% -$1.15M 0.02% 451
2023
Q4
$1.58M Buy
+23,471
New +$1.58M 0.13% 154