Institute for Wealth Management’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-3,391
| Closed | -$208K | – | 605 |
|
|
2025
Q2 | $208K | Hold |
3,391
| – | – | 0.02% | 531 |
|
|
2025
Q1 | $219K | Buy |
+3,391
| New | +$205K | 0.03% | 489 |
|
|
2024
Q4 | – | Sell |
-3,647
| Closed | -$236K | – | 564 |
|
|
2024
Q3 | $236K | Sell |
3,647
-104
| -3% | -$7.07K | 0.03% | 480 |
|
|
2024
Q2 | $250K | Buy |
3,751
+35
| +0.9% | +$2.49K | 0.03% | 432 |
|
|
2024
Q1 | $256K | Sell |
3,716
-687
| -16% | -$45.1K | 0.03% | 424 |
|
|
2023
Q4 | $297K | Sell |
4,403
-55
| -1% | -$3.67K | 0.05% | 374 |
|
|
2023
Q3 | $293K | Sell |
4,458
-51
| -1% | -$3.15K | 0.05% | 355 |
|
|
2023
Q2 | $260K | Buy |
4,509
+2
| +0% | +$121 | 0.05% | 394 |
|
|
2023
Q1 | $266K | Sell |
4,507
-239
| -5% | -$14.7K | 0.05% | 380 |
|
|
2022
Q4 | $295K | Sell |
4,746
-48
| -1% | -$2.74K | 0.06% | 352 |
|
|
2022
Q3 | $223K | Sell |
4,794
-29
| -0.6% | -$1.46K | 0.05% | 400 |
|
|
2022
Q2 | $254K | Buy |
4,823
+58
| +1% | +$3.09K | 0.05% | 438 |
|
|
2022
Q1 | $241K | Sell |
4,765
-73
| -2% | -$3.95K | 0.04% | 478 |
|
|
2021
Q4 | $239K | Sell |
4,838
-371
| -7% | -$18.5K | 0.04% | 429 |
|
|
2021
Q3 | $250K | Sell |
5,209
-193
| -4% | -$8.56K | 0.04% | 416 |
|
|
2021
Q2 | $244K | Sell |
5,402
-571
| -10% | -$26.7K | 0.04% | 422 |
|
|
2021
Q1 | $278K | Sell |
5,973
-998
| -14% | -$45.5K | 0.05% | 375 |
|
|
2020
Q4 | $292K | Sell |
6,971
-1,407
| -17% | -$54.3K | 0.06% | 353 |
|
|
2020
Q3 | $287K | Sell |
8,378
-694
| -8% | -$26.4K | 0.07% | 322 |
|
|
2020
Q2 | $349K | Sell |
9,072
-342
| -4% | -$12.7K | 0.09% | 300 |
|
|
2020
Q1 | $351K | Buy |
+9,414
| New | +$423K | 0.11% | 252 |
|
|
2019
Q2 | – | Sell |
-6,674
| Closed | -$372K | – | 498 |
|
|
2019
Q1 | $372K | Sell |
6,674
-8,412
| -56% | -$468K | 0.08% | 290 |
|
|
2018
Q4 | $788K | Buy |
+15,086
| New | +$864K | 0.32% | 91 |
|
|
2018
Q3 | – | Sell |
-15,486
| Closed | -$939K | – | 216 |
|
|
2018
Q2 | $939K | Buy |
15,486
+2,189
| +16% | +$134K | 0.3% | 117 |
|
|
2018
Q1 | $816K | Buy |
+13,297
| New | +$762K | 0.24% | 149 |
|
|
2017
Q4 | – | Sell |
-4,726
| Closed | -$253K | – | 418 |
|
|
2017
Q3 | $253K | Buy |
4,726
+254
| +6% | +$13.1K | 0.08% | 234 |
|
|
2017
Q2 | $223K | Buy |
+4,472
| New | +$230K | 0.06% | 358 |
|
Other funds holding TTE
