Phillips Wealth Planners’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Sell |
11,777
-337
| -3% | -$20.9K | 0.66% | 45 |
|
|
2025
Q1 | $681K | Buy |
12,114
+4,624
| +62% | +$260K | 0.72% | 42 |
|
|
2024
Q4 | $425K | Sell |
7,490
-1,098
| -13% | -$62.2K | 0.42% | 73 |
|
|
2024
Q3 | $554K | Sell |
8,588
-181
| -2% | -$11.7K | 0.53% | 60 |
|
|
2024
Q2 | $598K | Sell |
8,769
-801
| -8% | -$54.6K | 0.63% | 42 |
|
|
2024
Q1 | $687K | Sell |
9,570
-473
| -5% | -$33.9K | 0.79% | 32 |
|
|
2023
Q4 | $642K | Sell |
10,043
-567
| -5% | -$36.3K | 0.77% | 36 |
|
|
2023
Q3 | $712K | Buy |
+10,610
| New | +$712K | 0.96% | 31 |
|
|
2023
Q2 | – | Sell |
-10,728
| Closed | -$677K | – | 158 |
|
|
2023
Q1 | $677K | Buy |
+10,728
| New | +$677K | 0.89% | 32 |
|