RSWM
Robertson Stephens Wealth Management’s TotalEnergies TTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $521K | Sell |
8,348
-5,247
| -39% | -$328K | 0.02% | 354 |
|
|
2025
Q1 | $891K | Sell |
13,595
-427
| -3% | -$28K | 0.03% | 274 |
|
|
2024
Q4 | $776K | Buy |
14,022
+1,482
| +12% | +$82K | 0.03% | 284 |
|
|
2024
Q3 | $821K | Buy |
12,540
+683
| +6% | +$44.7K | 0.03% | 311 |
|
|
2024
Q2 | $800K | Buy |
11,857
+1,834
| +18% | +$124K | 0.04% | 260 |
|
|
2024
Q1 | $698K | Buy |
10,023
+3,623
| +57% | +$252K | 0.04% | 285 |
|
|
2023
Q4 | $436K | Buy |
+6,400
| New | +$436K | 0.03% | 331 |
|
|
2022
Q1 | – | Sell |
-8,657
| Closed | -$432K | – | 409 |
|
|
2021
Q4 | $432K | Buy |
+8,657
| New | +$432K | 0.04% | 274 |
|