Pinnacle Wealth Planning Services’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,488
| Closed | -$226K | – | 482 |
|
|
2025
Q1 | $226K | Buy |
+3,488
| New | +$226K | 0.03% | 329 |
|
|
2024
Q4 | – | Sell |
-3,933
| Closed | -$254K | – | 554 |
|
|
2024
Q3 | $254K | Sell |
3,933
-75
| -2% | -$4.85K | 0.03% | 355 |
|
|
2024
Q2 | $267K | Buy |
4,008
+18
| +0.5% | +$1.2K | 0.04% | 316 |
|
|
2024
Q1 | $275K | Hold |
3,990
| – | – | 0.04% | 322 |
|
|
2023
Q4 | $269K | Sell |
3,990
-42
| -1% | -$2.83K | 0.04% | 301 |
|
|
2023
Q3 | $265K | Hold |
4,032
| – | – | 0.04% | 282 |
|
|
2023
Q2 | $232K | Sell |
4,032
-1,987
| -33% | -$115K | 0.04% | 327 |
|
|
2023
Q1 | $355K | Sell |
6,019
-555
| -8% | -$32.8K | 0.06% | 235 |
|
|
2022
Q4 | $408K | Sell |
6,574
-174
| -3% | -$10.8K | 0.07% | 199 |
|
|
2022
Q3 | $314K | Sell |
6,748
-2,988
| -31% | -$139K | 0.06% | 225 |
|
|
2022
Q2 | $513K | Sell |
9,736
-1,792
| -16% | -$94.4K | 0.09% | 149 |
|
|
2022
Q1 | $583K | Buy |
11,528
+113
| +1% | +$5.72K | 0.11% | 144 |
|
|
2021
Q4 | $565K | Buy |
11,415
+785
| +7% | +$38.9K | 0.11% | 139 |
|
|
2021
Q3 | $509K | Sell |
10,630
-1,165
| -10% | -$55.8K | 0.11% | 133 |
|
|
2021
Q2 | $534K | Buy |
11,795
+305
| +3% | +$13.8K | 0.12% | 122 |
|
|
2021
Q1 | $534K | Buy |
11,490
+5,306
| +86% | +$247K | 0.14% | 119 |
|
|
2020
Q4 | $259K | Sell |
6,184
-478
| -7% | -$20K | 0.06% | 228 |
|
|
2020
Q3 | $228K | Buy |
+6,662
| New | +$228K | 0.08% | 209 |
|
|
2020
Q1 | – | Sell |
-5,407
| Closed | -$299K | – | 267 |
|
|
2019
Q4 | $299K | Buy |
+5,407
| New | +$299K | 0.14% | 152 |
|
|
2019
Q3 | – | Sell |
-5,046
| Closed | -$282K | – | 214 |
|
|
2019
Q2 | $282K | Buy |
+5,046
| New | +$282K | 0.17% | 125 |
|