Perigon 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
$950K Buy
15,476
+37
+0.2% +$2.27K 0.02% 485
2025
Q1
$999K Sell
15,439
-1,654
-10% -$107K 0.03% 451
2024
Q4
$1.01M Sell
17,093
-9,160
-35% -$541K 0.02% 442
2024
Q3
$1.7M Sell
26,253
-313
-1% -$20.2K 0.04% 312
2024
Q2
$1.77M Sell
26,566
-1,188
-4% -$79.2K 0.05% 272
2024
Q1
$1.91M Buy
27,754
+3,994
+17% +$275K 0.06% 256
2023
Q4
$1.6M Buy
23,760
+446
+2% +$30.1K 0.05% 259
2023
Q3
$1.53M Buy
23,314
+559
+2% +$36.8K 0.06% 239
2023
Q2
$1.31M Buy
22,755
+584
+3% +$33.7K 0.05% 263
2023
Q1
$1.31M Buy
22,171
+1,006
+5% +$59.4K 0.07% 228
2022
Q4
$1.31M Buy
21,165
+7,586
+56% +$471K 0.08% 226
2022
Q3
$632K Buy
+13,579
New +$632K 0.05% 281
2017
Q1
Sell
-1,073
Closed -$55K 710
2016
Q4
$55K Hold
1,073
0.01% 347
2016
Q3
$52K Buy
1,073
+933
+666% +$45.2K 0.01% 306
2016
Q2
$7K Buy
+140
New +$7K ﹤0.01% 388