Icon Wealth Advisors’s TotalEnergies TTE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$152K Hold
2,470
0.01% 418
2025
Q1
$160K Sell
2,470
-135
-5% -$8.73K 0.01% 395
2024
Q4
$142K Buy
2,605
+87
+3% +$4.74K 0.01% 438
2024
Q3
$163K Sell
2,518
-30
-1% -$1.94K 0.01% 394
2024
Q2
$173K Sell
2,548
-1,574
-38% -$107K 0.02% 356
2024
Q1
$284K Sell
4,122
-579
-12% -$39.9K 0.03% 289
2023
Q4
$317K Buy
+4,701
New +$317K 0.03% 260
2022
Q4
$384K Sell
6,190
-731
-11% -$45.4K 0.04% 220
2022
Q3
$322K Buy
+6,921
New +$322K 0.04% 232