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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $58K | Buy |
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|
2025
Q2 | $59K | Buy |
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|
2025
Q1 | $19K | Sell |
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|
2024
Q4 | $23K | Sell |
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|
2024
Q3 | $39K | Buy |
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|
2024
Q2 | $25K | Sell |
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|
2024
Q1 | $62K | Sell |
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|
2023
Q4 | $69K | Buy |
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|
2023
Q3 | $31K | Buy |
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|
2023
Q2 | $32K | Buy |
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|
2023
Q1 | $32K | Sell |
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|
2022
Q4 | $38K | Buy |
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|
2022
Q3 | $27K | Sell |
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|
2022
Q2 | $55K | Sell |
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|
2022
Q1 | $79K | Sell |
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|
2021
Q4 | $8.68M | Buy |
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|
2021
Q2 | $8.61M | Hold |
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|
2021
Q1 | $8.61M | Hold |
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|
2020
Q4 | $8.61M | Hold |
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|
2020
Q3 | $8.61M | Hold |
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|
2020
Q2 | $8.61M | Hold |
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|
2020
Q1 | $8.61M | Sell |
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|
2019
Q4 | $8.61M | Hold |
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|
2019
Q3 | $8.61M | Hold |
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|
2019
Q2 | $8.61M | Hold |
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|
2019
Q1 | $8.61M | Buy |
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|
2018
Q4 | $1.16M | Buy |
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|
2018
Q3 | $253K | Buy |
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|
2018
Q2 | $4K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $3K | Buy |
|