Carson Wealth (CWM LLC)’s Telus TU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59K | Buy |
3,658
+2,301
| +170% | +$37.1K | ﹤0.01% | 3143 |
|
|
2025
Q1 | $19K | Sell |
1,357
-356
| -21% | -$4.99K | ﹤0.01% | 3720 |
|
|
2024
Q4 | $23K | Sell |
1,713
-634
| -27% | -$8.51K | ﹤0.01% | 3353 |
|
|
2024
Q3 | $39K | Buy |
2,347
+696
| +42% | +$11.6K | ﹤0.01% | 2888 |
|
|
2024
Q2 | $25K | Sell |
1,651
-2,231
| -57% | -$33.8K | ﹤0.01% | 2980 |
|
|
2024
Q1 | $62K | Sell |
3,882
-9
| -0.2% | -$144 | ﹤0.01% | 2161 |
|
|
2023
Q4 | $69K | Buy |
3,891
+1,986
| +104% | +$35.2K | ﹤0.01% | 1983 |
|
|
2023
Q3 | $31K | Buy |
1,905
+263
| +16% | +$4.28K | ﹤0.01% | 2395 |
|
|
2023
Q2 | $32K | Buy |
1,642
+20
| +1% | +$390 | ﹤0.01% | 2325 |
|
|
2023
Q1 | $32K | Sell |
1,622
-367
| -18% | -$7.24K | ﹤0.01% | 2192 |
|
|
2022
Q4 | $38K | Buy |
1,989
+613
| +45% | +$11.7K | ﹤0.01% | 1917 |
|
|
2022
Q3 | $27K | Sell |
1,376
-1,070
| -44% | -$21K | ﹤0.01% | 2032 |
|
|
2022
Q2 | $55K | Sell |
2,446
-578
| -19% | -$13K | ﹤0.01% | 1592 |
|
|
2022
Q1 | $79K | Sell |
3,024
-365,243
| -99% | -$9.54M | ﹤0.01% | 1422 |
|
|
2021
Q4 | $8.68M | Buy |
+368,267
| New | +$8.68M | 0.06% | 229 |
|
|
2021
Q2 | $8.61M | Hold |
383,829
| – | – | 0.07% | 214 |
|
|
2021
Q1 | $8.61M | Hold |
383,829
| – | – | 0.07% | 214 |
|
|
2020
Q4 | $8.61M | Hold |
383,829
| – | – | 0.07% | 214 |
|
|
2020
Q3 | $8.61M | Hold |
383,829
| – | – | 0.07% | 214 |
|
|
2020
Q2 | $8.61M | Hold |
383,829
| – | – | 0.07% | 214 |
|
|
2020
Q1 | $8.61M | Sell |
383,829
-383,829
| -50% | -$8.61M | 0.07% | 214 |
|
|
2019
Q4 | $8.61M | Hold |
767,658
| – | – | 0.07% | 214 |
|
|
2019
Q3 | $8.61M | Hold |
767,658
| – | – | 0.07% | 214 |
|
|
2019
Q2 | $8.61M | Hold |
767,658
| – | – | 0.07% | 214 |
|
|
2019
Q1 | $8.61M | Buy |
767,658
+697,564
| +995% | +$7.82M | 0.07% | 214 |
|
|
2018
Q4 | $1.16M | Buy |
70,094
+56,346
| +410% | +$933K | 0.03% | 359 |
|
|
2018
Q3 | $253K | Buy |
13,748
+13,496
| +5,356% | +$248K | 0.01% | 478 |
|
|
2018
Q2 | $4K | Buy |
+252
| New | +$4K | ﹤0.01% | 1252 |
|
|
2017
Q4 | – | Sell |
-150
| Closed | -$3K | – | 1582 |
|
|
2017
Q3 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 1228 |
|