WAOTB
Wealth Advisors of Tampa Bay’s Telus TU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.54M | Buy |
282,821
+4,287
| +2% | +$68.8K | 1.71% | 20 |
|
|
2025
Q1 | $3.99M | Buy |
278,534
+20,115
| +8% | +$288K | 1.62% | 25 |
|
|
2024
Q4 | $3.5M | Sell |
258,419
-3,617
| -1% | -$49K | 1.5% | 26 |
|
|
2024
Q3 | $4.4M | Buy |
262,036
+5,788
| +2% | +$97.1K | 1.83% | 21 |
|
|
2024
Q2 | $3.88M | Buy |
256,248
+4,619
| +2% | +$69.9K | 1.81% | 21 |
|
|
2024
Q1 | $4.03M | Buy |
251,629
+32,386
| +15% | +$519K | 1.91% | 19 |
|
|
2023
Q4 | $3.9M | Sell |
219,243
-234,409
| -52% | -$4.17M | 1.96% | 17 |
|
|
2023
Q3 | $7.41M | Buy |
453,652
+237,152
| +110% | +$3.88M | 2.04% | 18 |
|
|
2023
Q2 | $4.21M | Hold |
216,500
| – | – | 2.31% | 11 |
|
|
2023
Q1 | $4.3M | Buy |
216,500
+3,935
| +2% | +$78.1K | 2.46% | 11 |
|
|
2022
Q4 | $4.1M | Buy |
212,565
+8,140
| +4% | +$157K | 2.54% | 12 |
|
|
2022
Q3 | $4.06M | Sell |
204,425
-190,535
| -48% | -$3.78M | 2.78% | 7 |
|
|
2022
Q2 | $8.8M | Buy |
394,960
+2,450
| +0.6% | +$54.6K | 2.72% | 7 |
|
|
2022
Q1 | $10.3M | Buy |
392,510
+1,780
| +0.5% | +$46.5K | 2.78% | 5 |
|
|
2021
Q4 | $9.21M | Buy |
390,730
+199,342
| +104% | +$4.7M | 2.26% | 9 |
|
|
2021
Q3 | $4.2M | Sell |
191,388
-1,752
| -0.9% | -$38.5K | 2.32% | 7 |
|
|
2021
Q2 | $4.33M | Sell |
193,140
-12
| -0% | -$269 | 2.41% | 5 |
|
|
2021
Q1 | $3.85M | Buy |
193,152
+18,022
| +10% | +$359K | 2.28% | 8 |
|
|
2020
Q4 | $3.47M | Buy |
175,130
+1,125
| +0.6% | +$22.3K | 2.42% | 9 |
|
|
2020
Q3 | $3.06M | Sell |
174,005
-160
| -0.1% | -$2.82K | 2.28% | 12 |
|
|
2020
Q2 | $2.92M | Buy |
174,165
+29,281
| +20% | +$491K | 2.44% | 13 |
|
|
2020
Q1 | $2.29M | Buy |
144,884
+72,511
| +100% | +$1.14M | 2.56% | 14 |
|
|
2019
Q4 | $2.8M | Buy |
72,373
+250
| +0.3% | +$9.68K | 2.58% | 15 |
|
|
2019
Q3 | $2.57M | Sell |
72,123
-117
| -0.2% | -$4.17K | 2.13% | 18 |
|
|
2019
Q2 | $2.67M | Buy |
72,240
+4,200
| +6% | +$155K | 1.93% | 25 |
|
|
2019
Q1 | $2.52M | Buy |
+68,040
| New | +$2.52M | 1.83% | 23 |
|