Exencial Wealth Advisors’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 | $372K | Buy |
28,977
+847
| +3% | +$11.5K | 0.01% | 449 |
|
|
2025
Q4 | $370K | Buy |
28,130
+434
| +2% | +$6.11K | 0.01% | 439 |
|
|
2025
Q3 | $437K | Buy |
27,696
+2,255
| +9% | +$36.6K | 0.01% | 401 |
|
|
2025
Q2 | $409K | Sell |
25,441
-2,538
| -9% | -$39.4K | 0.01% | 396 |
|
|
2025
Q1 | $401K | Sell |
27,979
-464
| -2% | -$6.81K | 0.01% | 388 |
|
|
2024
Q4 | $386K | Sell |
28,443
-806
| -3% | -$12.4K | 0.01% | 399 |
|
|
2024
Q3 | $491K | Sell |
29,249
-45,958
| -61% | -$742K | 0.02% | 361 |
|
|
2024
Q2 | $1.14M | Sell |
75,207
-4,799
| -6% | -$77.3K | 0.04% | 260 |
|
|
2024
Q1 | $1.28M | Sell |
80,006
-33,123
| -29% | -$579K | 0.05% | 244 |
|
|
2023
Q4 | $2.01M | Sell |
113,129
-7,882
| -7% | -$136K | 0.08% | 194 |
|
|
2023
Q3 | $1.98M | Sell |
121,011
-8,078
| -6% | -$142K | 0.1% | 174 |
|
|
2023
Q2 | $2.51M | Buy |
129,089
+4,346
| +3% | +$87.5K | 0.12% | 164 |
|
|
2023
Q1 | $2.48M | Sell |
124,743
-5,668
| -4% | -$115K | 0.13% | 158 |
|
|
2022
Q4 | $2.52M | Sell |
130,411
-6,324
| -5% | -$131K | 0.14% | 161 |
|
|
2022
Q3 | $2.72M | Sell |
136,735
-6,432
| -4% | -$144K | 0.17% | 140 |
|
|
2022
Q2 | $3.19M | Buy |
143,167
+4,731
| +3% | +$117K | 0.18% | 140 |
|
|
2022
Q1 | $3.62M | Buy |
138,436
+13,588
| +11% | +$336K | 0.18% | 146 |
|
|
2021
Q4 | $2.94M | Buy |
124,848
+8,189
| +7% | +$187K | 0.14% | 162 |
|
|
2021
Q3 | $2.56M | Buy |
116,659
+39,624
| +51% | +$893K | 0.11% | 134 |
|
|
2021
Q2 | $1.73M | Sell |
77,035
-19,408
| -20% | -$421K | 0.09% | 189 |
|
|
2021
Q1 | $1.92M | Buy |
96,443
+1,341
| +1% | +$27.9K | 0.11% | 173 |
|
|
2020
Q4 | $1.88M | Sell |
95,102
-97,807
| -51% | -$1.84M | 0.13% | 158 |
|
|
2020
Q3 | $3.4M | Buy |
192,909
+94,502
| +96% | +$1.68M | 0.18% | 146 |
|
|
2020
Q2 | $1.65M | Buy |
+98,407
| New | +$1.64M | 0.14% | 147 |
|
Other funds holding TU
FDCDDQ
