Marcum Wealth’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $371K | Buy |
5,734
+1,413
| +33% | +$91.4K | 0.03% | 242 |
|
|
2024
Q4 | $235K | Buy |
4,321
+355
| +9% | +$19.3K | 0.02% | 332 |
|
|
2024
Q3 | $256K | Buy |
3,966
+27
| +0.7% | +$1.75K | 0.02% | 318 |
|
|
2024
Q2 | $263K | Sell |
3,939
-429
| -10% | -$28.6K | 0.03% | 296 |
|
|
2024
Q1 | $301K | Sell |
4,368
-658
| -13% | -$45.3K | 0.03% | 268 |
|
|
2023
Q4 | $339K | Sell |
5,026
-547
| -10% | -$36.9K | 0.04% | 234 |
|
|
2023
Q3 | $366K | Sell |
5,573
-110
| -2% | -$7.23K | 0.04% | 210 |
|
|
2023
Q2 | $328K | Sell |
5,683
-12
| -0.2% | -$692 | 0.04% | 230 |
|
|
2023
Q1 | $336K | Sell |
5,695
-360
| -6% | -$21.3K | 0.04% | 227 |
|
|
2022
Q4 | $376K | Buy |
6,055
+255
| +4% | +$15.8K | 0.05% | 208 |
|
|
2022
Q3 | $270K | Buy |
5,800
+233
| +4% | +$10.8K | 0.04% | 253 |
|
|
2022
Q2 | $293K | Buy |
5,567
+560
| +11% | +$29.5K | 0.04% | 237 |
|
|
2022
Q1 | $253K | Buy |
+5,007
| New | +$253K | 0.03% | 276 |
|