Creative Planning’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 | $1.44M | Sell |
111,995
-2,008
| -2% | -$27.2K | ﹤0.01% | 2168 |
|
|
2025
Q4 | $1.5M | Buy |
114,003
+101,284
| +796% | +$1.43M | ﹤0.01% | 1954 |
|
|
2025
Q3 | $201K | Buy |
+12,719
| New | +$206K | ﹤0.01% | 3482 |
|
|
2025
Q1 | – | Sell |
-12,150
| Closed | -$165K | – | 3725 |
|
|
2024
Q4 | $165K | Buy |
12,150
+157
| +1% | +$2.42K | ﹤0.01% | 3034 |
|
|
2024
Q3 | $201K | Buy |
11,993
+2
| +0% | +$32 | ﹤0.01% | 2832 |
|
|
2024
Q2 | $182K | Buy |
11,991
+320
| +3% | +$5.16K | ﹤0.01% | 2702 |
|
|
2024
Q1 | $187K | Buy |
11,671
+237
| +2% | +$4.15K | ﹤0.01% | 2584 |
|
|
2023
Q4 | $203K | Sell |
11,434
-8,888
| -44% | -$154K | ﹤0.01% | 2417 |
|
|
2023
Q3 | $332K | Buy |
20,322
+5,297
| +35% | +$93.3K | ﹤0.01% | 1846 |
|
|
2023
Q2 | $292K | Buy |
15,025
+2,174
| +17% | +$43.8K | ﹤0.01% | 1932 |
|
|
2023
Q1 | $255K | Sell |
12,851
-3,113
| -20% | -$63.3K | ﹤0.01% | 1940 |
|
|
2022
Q4 | $308K | Buy |
15,964
+3,545
| +29% | +$73.2K | ﹤0.01% | 1713 |
|
|
2022
Q3 | $247K | Buy |
12,419
+1
| +0% | +$22 | ﹤0.01% | 1771 |
|
|
2022
Q2 | $277K | Buy |
12,418
+1,002
| +9% | +$24.8K | ﹤0.01% | 1666 |
|
|
2022
Q1 | $298K | Buy |
11,416
+1,685
| +17% | +$41.6K | ﹤0.01% | 1649 |
|
|
2021
Q4 | $229K | Buy |
9,731
+432
| +5% | +$9.88K | ﹤0.01% | 1795 |
|
|
2021
Q3 | $204K | Buy |
9,299
+201
| +2% | +$4.53K | ﹤0.01% | 1853 |
|
|
2021
Q2 | $204K | Sell |
9,098
-3,217
| -26% | -$69.7K | ﹤0.01% | 1795 |
|
|
2021
Q1 | $245K | Buy |
12,315
+258
| +2% | +$5.36K | ﹤0.01% | 1932 |
|
|
2020
Q4 | $239K | Buy |
12,057
+2
| +0% | +$38 | ﹤0.01% | 1769 |
|
|
2020
Q3 | $212K | Buy |
12,055
+1
| +0% | +$18 | ﹤0.01% | 1647 |
|
|
2020
Q2 | $202K | Buy |
+12,054
| New | +$201K | ﹤0.01% | 1526 |
|
|
2020
Q1 | – | Sell |
-25,506
| Closed | -$494K | – | 2078 |
|
|
2019
Q4 | $494K | Hold |
25,506
| – | – | ﹤0.01% | 1115 |
|
|
2019
Q3 | $454K | Buy |
25,506
+2
| +0% | +$36 | ﹤0.01% | 1125 |
|
|
2019
Q2 | $471K | Buy |
25,504
+2,402
| +10% | +$44.4K | ﹤0.01% | 1114 |
|
|
2019
Q1 | $428K | Hold |
23,102
| – | – | ﹤0.01% | 1124 |
|
|
2018
Q4 | $383K | Buy |
23,102
+2
| +0% | +$35 | ﹤0.01% | 1095 |
|
|
2018
Q3 | $425K | Sell |
23,100
-1,638
| -7% | -$30K | ﹤0.01% | 1184 |
|
|
2018
Q2 | $439K | Buy |
24,738
+1,640
| +7% | +$29K | ﹤0.01% | 1139 |
|
|
2018
Q1 | $406K | Sell |
23,098
-846
| -4% | -$15.4K | ﹤0.01% | 1188 |
|
|
2017
Q4 | $453K | Sell |
23,944
-678
| -3% | -$12.6K | ﹤0.01% | 1139 |
|
|
2017
Q3 | $443K | Buy |
24,622
+1,030
| +4% | +$18.4K | ﹤0.01% | 1111 |
|
|
2017
Q2 | $407K | Buy |
23,592
+666
| +3% | +$11.2K | ﹤0.01% | 1123 |
|
|
2017
Q1 | $372K | Hold |
22,926
| – | – | ﹤0.01% | 1141 |
|
|
2016
Q4 | $365K | Sell |
22,926
-3,672
| -14% | -$58.5K | ﹤0.01% | 1089 |
|
|
2016
Q3 | $439K | Buy |
26,598
+446
| +2% | +$7.37K | ﹤0.01% | 960 |
|
|
2016
Q2 | $421K | Sell |
26,152
-5,998
| -19% | -$95K | ﹤0.01% | 857 |
|
|
2016
Q1 | $523K | Sell |
32,150
-2,620
| -8% | -$37.7K | ﹤0.01% | 729 |
|
|
2015
Q4 | $481K | Hold |
34,770
| – | – | ﹤0.01% | 775 |
|
|
2015
Q3 | $548K | Sell |
34,770
-140
| -0.4% | -$2.33K | ﹤0.01% | 701 |
|
|
2015
Q2 | $601K | Buy |
34,910
+4,142
| +13% | +$71.1K | 0.01% | 612 |
|
|
2015
Q1 | $511K | Buy |
30,768
+8,002
| +35% | +$138K | ﹤0.01% | 729 |
|
|
2014
Q4 | $410K | Hold |
22,766
| – | – | ﹤0.01% | 772 |
|
|
2014
Q3 | $389K | Sell |
22,766
-798
| -3% | -$14.2K | ﹤0.01% | 753 |
|
|
2014
Q2 | $439K | Buy |
23,564
+800
| +4% | +$14.6K | 0.01% | 691 |
|
|
2014
Q1 | $409K | Sell |
22,764
-150
| -0.7% | -$2.59K | 0.01% | 707 |
|
|
2013
Q4 | $395K | Sell |
22,914
-810
| -3% | -$14K | 0.01% | 593 |
|
|
2013
Q3 | $393K | Buy |
23,724
+16
| +0.1% | +$250 | 0.01% | 511 |
|
|
2013
Q2 | $346K | Buy |
+23,708
| New | +$411K | 0.01% | 506 |
|
Other funds holding TU
FDCDDQ
