NWM
Nicola Wealth Management’s Telus TU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33M | Buy |
2,053,419
+960,300
| +88% | +$15.4M | 3.09% | 4 |
|
|
2025
Q1 | $15.7M | Hold |
1,093,119
| – | – | 1.53% | 26 |
|
|
2024
Q4 | $21.3M | Buy |
1,093,119
+32,300
| +3% | +$630K | 2.02% | 18 |
|
|
2024
Q3 | $24.1M | Buy |
1,060,819
+279,000
| +36% | +$6.33M | 1.91% | 13 |
|
|
2024
Q2 | $16.2M | Hold |
781,819
| – | – | 1.45% | 26 |
|
|
2024
Q1 | $16.9M | Hold |
781,819
| – | – | 1.64% | 24 |
|
|
2023
Q4 | $18.4M | Sell |
781,819
-134,681
| -15% | -$3.18M | 1.93% | 18 |
|
|
2023
Q3 | $20.3M | Buy |
916,500
+137,800
| +18% | +$3.06M | 2.19% | 11 |
|
|
2023
Q2 | $15.2M | Buy |
778,700
+75,700
| +11% | +$1.47M | 1.49% | 25 |
|
|
2023
Q1 | $13.9M | Buy |
703,000
+388,000
| +123% | +$7.7M | 1.38% | 24 |
|
|
2022
Q4 | $6.07M | Buy |
315,000
+44,600
| +16% | +$859K | 0.62% | 46 |
|
|
2022
Q3 | $5.41M | Buy |
270,400
+16,000
| +6% | +$320K | 0.59% | 57 |
|
|
2022
Q2 | $5.67M | Buy |
254,400
+60,300
| +31% | +$1.34M | 0.54% | 58 |
|
|
2022
Q1 | $5.07M | Sell |
194,100
-2,800
| -1% | -$73.1K | 0.45% | 70 |
|
|
2021
Q4 | $4.64M | Buy |
196,900
+126,900
| +181% | +$2.99M | 0.44% | 80 |
|
|
2021
Q3 | $1.53M | Hold |
70,000
| – | – | 0.16% | 98 |
|
|
2021
Q2 | $1.57M | Hold |
70,000
| – | – | 0.16% | 101 |
|
|
2021
Q1 | $1.39M | Sell |
70,000
-301,000
| -81% | -$5.99M | 0.16% | 102 |
|
|
2020
Q4 | $7.34M | Sell |
371,000
-120,000
| -24% | -$2.37M | 0.91% | 48 |
|
|
2020
Q3 | $8.64M | Hold |
491,000
| – | – | 1.23% | 31 |
|
|
2020
Q2 | $8.24M | Hold |
491,000
| – | – | 1.14% | 33 |
|
|
2020
Q1 | $10.9M | Buy |
491,000
+398,000
| +428% | +$8.86M | 1.64% | 20 |
|
|
2019
Q4 | $4.68M | Buy |
+93,000
| New | +$4.68M | 0.7% | 65 |
|