Heritage Wealth Management (Arizona)’s TotalEnergies TTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$657K Sell
2024
Q1
$744K Sell
2023
Q4
$746K Buy
2022
Q4
$931K Buy
2022
Q3
$306K Buy