WAOTB
Wealth Advisors of Tampa Bay’s TotalEnergies TTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,250
| Closed | -$80.9K | – | 145 |
|
|
2025
Q1 | $80.9K | Sell |
1,250
-41,341
| -97% | -$2.67M | 0.03% | 110 |
|
|
2024
Q4 | $2.32M | Sell |
42,591
-32,197
| -43% | -$1.75M | 0.99% | 37 |
|
|
2024
Q3 | $4.83M | Buy |
74,788
+1,373
| +2% | +$88.7K | 2.02% | 15 |
|
|
2024
Q2 | $4.9M | Buy |
73,415
+230
| +0.3% | +$15.3K | 2.28% | 10 |
|
|
2024
Q1 | $5.04M | Buy |
73,185
+2,232
| +3% | +$154K | 2.39% | 9 |
|
|
2023
Q4 | $4.78M | Sell |
70,953
-72,507
| -51% | -$4.89M | 2.4% | 11 |
|
|
2023
Q3 | $9.43M | Buy |
143,460
+62,585
| +77% | +$4.12M | 2.6% | 9 |
|
|
2023
Q2 | $4.66M | Sell |
80,875
-860
| -1% | -$49.6K | 2.56% | 10 |
|
|
2023
Q1 | $4.83M | Sell |
81,735
-1,146
| -1% | -$67.7K | 2.76% | 8 |
|
|
2022
Q4 | $5.15M | Buy |
82,881
+260
| +0.3% | +$16.1K | 3.19% | 5 |
|
|
2022
Q3 | $3.84M | Sell |
82,621
-77,041
| -48% | -$3.58M | 2.64% | 9 |
|
|
2022
Q2 | $8.41M | Sell |
159,662
-2,274
| -1% | -$120K | 2.6% | 8 |
|
|
2022
Q1 | $8.19M | Sell |
161,936
-500
| -0.3% | -$25.3K | 2.22% | 11 |
|
|
2021
Q4 | $8.03M | Buy |
162,436
+82,700
| +104% | +$4.09M | 1.97% | 12 |
|
|
2021
Q3 | $3.82M | Buy |
79,736
+3,198
| +4% | +$153K | 2.11% | 10 |
|
|
2021
Q2 | $3.46M | Buy |
76,538
+3,157
| +4% | +$143K | 1.93% | 15 |
|
|
2021
Q1 | $3.42M | Buy |
73,381
+4,801
| +7% | +$223K | 2.02% | 14 |
|
|
2020
Q4 | $2.87M | Buy |
68,580
+53,171
| +345% | +$2.23M | 2% | 16 |
|
|
2020
Q3 | $529K | Buy |
+15,409
| New | +$529K | 0.39% | 61 |
|