Keudell/Morrison Wealth 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
$728K Buy
11,865
+47
+0.4% +$2.89K 0.16% 86
2025
Q1
$764K Buy
11,818
+385
+3% +$24.9K 0.18% 80
2024
Q4
$623K Buy
11,433
+889
+8% +$48.4K 0.16% 90
2024
Q3
$681K Sell
10,544
-601
-5% -$38.8K 0.18% 92
2024
Q2
$743K Sell
11,145
-1,458
-12% -$97.2K 0.22% 83
2024
Q1
$867K Sell
12,603
-1,253
-9% -$86.2K 0.26% 75
2023
Q4
$934K Sell
13,856
-277
-2% -$18.7K 0.31% 64
2023
Q3
$929K Sell
14,133
-204
-1% -$13.4K 0.28% 61
2023
Q2
$826K Buy
14,337
+125
+0.9% +$7.21K 0.24% 70
2023
Q1
$839K Sell
14,212
-1,057
-7% -$62.4K 0.25% 66
2022
Q4
$948K Sell
15,269
-602
-4% -$37.4K 0.3% 59
2022
Q3
$738K Buy
15,871
+1,193
+8% +$55.5K 0.28% 72
2022
Q2
$773K Buy
14,678
+3,982
+37% +$210K 0.28% 74
2022
Q1
$541K Buy
10,696
+3,359
+46% +$170K 0.23% 92
2021
Q4
$363K Buy
7,337
+2,045
+39% +$101K 0.14% 126
2021
Q3
$254K Buy
+5,292
New +$254K 0.11% 149
2019
Q4
Sell
-5,338
Closed -$278K 158
2019
Q3
$278K Buy
+5,338
New +$278K 0.23% 116