Carson Wealth (CWM LLC)’s Telus TU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.23K | Sell |
720
-91
| -11% | -$1.23K | ﹤0.01% | 4803 |
|
|
2025
Q4 | $11K | Sell |
811
-2,857
| -78% | -$40.2K | ﹤0.01% | 4512 |
|
|
2025
Q3 | $58K | Buy |
3,668
+10
| +0.3% | +$162 | ﹤0.01% | 3415 |
|
|
2025
Q2 | $59K | Buy |
3,658
+2,301
| +170% | +$35.7K | ﹤0.01% | 3145 |
|
|
2025
Q1 | $19K | Sell |
1,357
-356
| -21% | -$5.22K | ﹤0.01% | 3724 |
|
|
2024
Q4 | $23K | Sell |
1,713
-634
| -27% | -$9.78K | ﹤0.01% | 3355 |
|
|
2024
Q3 | $39K | Buy |
2,347
+696
| +42% | +$11.2K | ﹤0.01% | 2890 |
|
|
2024
Q2 | $25K | Sell |
1,651
-2,231
| -57% | -$35.9K | ﹤0.01% | 2982 |
|
|
2024
Q1 | $62K | Sell |
3,882
-9
| -0.2% | -$157 | ﹤0.01% | 2163 |
|
|
2023
Q4 | $69K | Buy |
3,891
+1,986
| +104% | +$34.3K | ﹤0.01% | 1985 |
|
|
2023
Q3 | $31K | Buy |
1,905
+263
| +16% | +$4.63K | ﹤0.01% | 2396 |
|
|
2023
Q2 | $32K | Buy |
1,642
+20
| +1% | +$403 | ﹤0.01% | 2328 |
|
|
2023
Q1 | $32K | Sell |
1,622
-367
| -18% | -$7.46K | ﹤0.01% | 2194 |
|
|
2022
Q4 | $38K | Buy |
1,989
+613
| +45% | +$12.7K | ﹤0.01% | 1919 |
|
|
2022
Q3 | $27K | Sell |
1,376
-1,070
| -44% | -$23.9K | ﹤0.01% | 2034 |
|
|
2022
Q2 | $55K | Sell |
2,446
-578
| -19% | -$14.3K | ﹤0.01% | 1594 |
|
|
2022
Q1 | $79K | Sell |
3,024
-365,243
| -99% | -$9.02M | ﹤0.01% | 1424 |
|
|
2021
Q4 | $8.68M | Buy |
+368,267
| New | +$8.42M | 0.06% | 229 |
|
|
2021
Q2 | $8.61M | Hold |
383,829
| – | – | 0.07% | 215 |
|
|
2021
Q1 | $8.61M | Hold |
383,829
| – | – | 0.07% | 215 |
|
|
2020
Q4 | $8.61M | Hold |
383,829
| – | – | 0.07% | 215 |
|
|
2020
Q3 | $8.61M | Hold |
383,829
| – | – | 0.07% | 215 |
|
|
2020
Q2 | $8.61M | Hold |
383,829
| – | – | 0.07% | 215 |
|
|
2020
Q1 | $8.61M | Sell |
383,829
-383,829
| -50% | -$7.11M | 0.07% | 215 |
|
|
2019
Q4 | $8.61M | Hold |
767,658
| – | – | 0.07% | 215 |
|
|
2019
Q3 | $8.61M | Hold |
767,658
| – | – | 0.07% | 215 |
|
|
2019
Q2 | $8.61M | Hold |
767,658
| – | – | 0.07% | 215 |
|
|
2019
Q1 | $8.61M | Buy |
767,658
+697,564
| +995% | +$12.3M | 0.07% | 215 |
|
|
2018
Q4 | $1.16M | Buy |
70,094
+56,346
| +410% | +$981K | 0.03% | 360 |
|
|
2018
Q3 | $253K | Buy |
13,748
+13,496
| +5,356% | +$247K | 0.01% | 479 |
|
|
2018
Q2 | $4K | Buy |
+252
| New | +$4.46K | ﹤0.01% | 1256 |
|
|
2017
Q4 | – | Sell |
-150
| Closed | -$3K | – | 1583 |
|
|
2017
Q3 | $3K | Buy |
+150
| New | +$2.69K | ﹤0.01% | 1229 |
|
Other funds holding TU
FDCDDQ
Carson Wealth (CWM LLC)'s TU Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Telus (TU) stake by 11% in Q1 2026, selling an estimated $1.23K and leaving 720 shares worth $9.23K. The position accounts for ﹤0.01% of the portfolio, ranked #4803.
Carson Wealth (CWM LLC) first reported a position in TU in Q3 2017 and has held it in 32 quarters since. The position peaked at $8.68M in Q4 2021. 291 funds tracked by Wall St. Rank hold TU as of Q1 2026.
- Carson Wealth (CWM LLC) held 720 shares of Telus worth $9.23K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 91 Telus shares in Q1 2026, an estimated $1.23K.
- Telus made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4803 holding.
- Carson Wealth (CWM LLC) first reported a position in Telus in Q3 2017 and has held it in 32 quarters since.
- Carson Wealth (CWM LLC)'s Telus position peaked at $8.68M in Q4 2021.
- 291 funds tracked by Wall St. Rank held Telus as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.