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 |
|