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Burney Company’s Imperial Oil IMO Stock Holding History

Burney Company’s Portfolio IMO Stock Details IMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.13M Buy
36,824
+1,057
+3% +$132K 0.11% 153
2026
Q1 		$4.68M Sell
35,767
-736
-2% -$82.6K 0.15% 123
2025
Q4 		$3.15M Buy
36,503
+1,585
+5% +$144K 0.1% 184
2025
Q3 		$3.17M Buy
34,918
+68
+0.2% +$5.88K 0.1% 175
2025
Q2 		$2.77M Buy
34,850
+445
+1% +$31.8K 0.09% 182
2025
Q1 		$2.49M Buy
34,405
+973
+3% +$66.8K 0.09% 182
2024
Q4 		$2.06M Buy
33,432
+1,872
+6% +$136K 0.07% 214
2024
Q3 		$2.22M Buy
31,560
+1,166
+4% +$82.5K 0.08% 208
2024
Q2 		$2.07M Buy
30,394
+2,532
+9% +$174K 0.08% 222
2024
Q1 		$1.93M Buy
27,862
+908
+3% +$55.4K 0.07% 244
2023
Q4 		$1.54M Buy
26,954
+790
+3% +$45.4K 0.06% 271
2023
Q3 		$1.61M Buy
26,164
+1,977
+8% +$108K 0.08% 249
2023
Q2 		$1.24M Buy
24,187
+1,669
+7% +$82.9K 0.06% 293
2023
Q1 		$1.14M Buy
22,518
+2,315
+11% +$116K 0.06% 297
2022
Q4 		$985K Buy
20,203
+203
+1% +$10.5K 0.05% 298
2022
Q3 		$865K Buy
20,000
+679
+4% +$31K 0.05% 329
2022
Q2 		$910K Buy
19,321
+613
+3% +$31.3K 0.05% 317
2022
Q1 		$905K Buy
18,708
+692
+4% +$29.7K 0.04% 345
2021
Q4 		$650K Sell
18,016
-119
-0.7% -$4.09K 0.03% 392
2021
Q3 		$572K Sell
18,135
-115
-0.6% -$3.18K 0.03% 398
2021
Q2 		$556K Sell
18,250
-3,340
-15% -$101K 0.03% 409
2021
Q1 		$521K Sell
21,590
-320
-1% -$7.06K 0.03% 405
2020
Q4 		$417K Sell
21,910
-1,930
-8% -$30.9K 0.02% 395
2020
Q3 		$285K Sell
23,840
-673
-3% -$10.5K 0.02% 420
2020
Q2 		$394K Sell
24,513
-421
-2% -$6.33K 0.03% 365
2020
Q1 		$282K Sell
24,934
-958
-4% -$20K 0.02% 364
2019
Q4 		$685K Buy
25,892
+362
+1% +$9.16K 0.04% 304
2019
Q3 		$665K Hold
25,530
– – 0.04% 298
2019
Q2 		$707K Sell
25,530
-52
-0.2% -$1.46K 0.04% 295
2019
Q1 		$700K Hold
25,582
– – 0.04% 297
2018
Q4 		$648K Buy
25,582
+3,030
+13% +$92.1K 0.05% 278
2018
Q3 		$730K Sell
22,552
-3,532
-14% -$113K 0.04% 287
2018
Q2 		$868K Buy
26,084
+3,004
+13% +$93.9K 0.05% 264
2018
Q1 		$612K Sell
23,080
-3,920
-15% -$113K 0.04% 278
2017
Q4 		$842K Buy
27,000
+3,390
+14% +$105K 0.05% 259
2017
Q3 		$751K Sell
23,610
-925
-4% -$27.5K 0.05% 251
2017
Q2 		$721K Sell
24,535
-647
-3% -$18.9K 0.05% 248
2017
Q1 		$768K Sell
25,182
-400
-2% -$12.9K 0.05% 239
2016
Q4 		$889K Sell
25,582
-652
-2% -$21.9K 0.06% 220
2016
Q3 		$813K Sell
26,234
-95,607
-78% -$2.97M 0.06% 217
2016
Q2 		$3.85M Buy
121,841
+4,513
+4% +$143K 0.28% 105
2016
Q1 		$3.92M Sell
117,328
-2,659
-2% -$83.1K 0.29% 102
2015
Q4 		$3.91M Sell
119,987
-16,746
-12% -$542K 0.29% 99
2015
Q3 		$4.32M Buy
136,733
+1,955
+1% +$67.8K 0.33% 89
2015
Q2 		$5.21M Buy
134,778
+16,090
+14% +$663K 0.35% 88
2015
Q1 		$4.73M Buy
118,688
+6,953
+6% +$271K 0.32% 91
2014
Q4 		$4.81M Sell
111,735
-2,302
-2% -$105K 0.38% 86
2014
Q3 		$5.38M Buy
114,037
+3,125
+3% +$161K 0.46% 74
2014
Q2 		$5.84M Buy
110,912
+15,736
+17% +$774K 0.51% 67
2014
Q1 		$4.43M Buy
95,176
+3,162
+3% +$138K 0.4% 83
2013
Q4 		$4.07M Sell
92,014
-18,891
-17% -$822K 0.4% 85
2013
Q3 		$4.88M Buy
110,905
+630
+0.6% +$26.4K 0.55% 62
2013
Q2 		$4.21M Buy
+110,275
New +$4.31M 0.53% 65

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