Joel Isaacson & Co’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Hold |
5,077
| – | – | 0.01% | 325 |
|
|
2025
Q1 | $328K | Buy |
5,077
+744
| +17% | +$48.1K | 0.01% | 294 |
|
|
2024
Q4 | $236K | Hold |
4,333
| – | – | 0.01% | 339 |
|
|
2024
Q3 | $280K | Hold |
4,333
| – | – | 0.01% | 296 |
|
|
2024
Q2 | $289K | Hold |
4,333
| – | – | 0.02% | 280 |
|
|
2024
Q1 | $298K | Hold |
4,333
| – | – | 0.02% | 277 |
|
|
2023
Q4 | $292K | Buy |
+4,333
| New | +$292K | 0.02% | 253 |
|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$51K | – | 504 |
|
|
2016
Q4 | $51K | Hold |
1,000
| – | – | 0.01% | 306 |
|
|
2016
Q3 | $48K | Hold |
1,000
| – | – | 0.01% | 327 |
|
|
2016
Q2 | $48K | Buy |
1,000
+250
| +33% | +$12K | 0.01% | 331 |
|
|
2016
Q1 | $34K | Hold |
750
| – | – | 0.01% | 396 |
|
|
2015
Q4 | $34K | Hold |
750
| – | – | 0.01% | 382 |
|
|
2015
Q3 | $34K | Hold |
750
| – | – | 0.01% | 395 |
|
|
2015
Q2 | $37K | Hold |
750
| – | – | 0.01% | 405 |
|
|
2015
Q1 | $37K | Sell |
750
-50
| -6% | -$2.47K | 0.01% | 401 |
|
|
2014
Q4 | $41K | Hold |
800
| – | – | 0.01% | 353 |
|
|
2014
Q3 | $52K | Buy |
800
+50
| +7% | +$3.25K | 0.02% | 298 |
|
|
2014
Q2 | $54K | Hold |
750
| – | – | 0.02% | 293 |
|
|
2014
Q1 | $49K | Hold |
750
| – | – | 0.02% | 302 |
|
|
2013
Q4 | $46K | Hold |
750
| – | – | 0.02% | 282 |
|
|
2013
Q3 | $43K | Hold |
750
| – | – | 0.02% | 280 |
|
|
2013
Q2 | $37K | Buy |
+750
| New | +$37K | 0.02% | 262 |
|