Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Imperial Oil IMO Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$189K Sell
1,442
-925
-39% -$104K ﹤0.01% 2785
2025
Q4 		$204K Buy
2,367
+77
+3% +$7.01K ﹤0.01% 2562
2025
Q3 		$208K Sell
2,290
-7
-0.3% -$605 ﹤0.01% 2411
2025
Q2 		$183K Buy
2,297
+65
+3% +$4.64K ﹤0.01% 2250
2025
Q1 		$161K Sell
2,232
-148
-6% -$10.2K ﹤0.01% 2071
2024
Q4 		$147K Buy
2,380
+7
+0.3% +$508 ﹤0.01% 2035
2024
Q3 		$167K Buy
2,373
+54
+2% +$3.82K ﹤0.01% 1859
2024
Q2 		$158K Buy
2,319
+185
+9% +$12.7K ﹤0.01% 1716
2024
Q1 		$148K Buy
2,134
+123
+6% +$7.51K ﹤0.01% 1664
2023
Q4 		$115K Buy
2,011
+1,228
+157% +$70.5K ﹤0.01% 1674
2023
Q3 		$48K Sell
783
-48
-6% -$2.63K ﹤0.01% 2089
2023
Q2 		$43K Sell
831
-238
-22% -$11.8K ﹤0.01% 2091
2023
Q1 		$54K Buy
1,069
+91
+9% +$4.54K ﹤0.01% 1825
2022
Q4 		$48K Buy
978
+472
+93% +$24.3K ﹤0.01% 1763
2022
Q3 		$22K Buy
506
+413
+444% +$18.9K ﹤0.01% 2164
2022
Q2 		$4K Buy
93
+61
+191% +$3.12K ﹤0.01% 3091
2022
Q1 		$2K Sell
32
-7
-18% -$300 ﹤0.01% 3184
2021
Q4 		$1K Buy
+39
New +$1.34K ﹤0.01% 3317
2018
Q3 		– Sell
-62
Closed -$2K – 1918
2018
Q2 		$2K Buy
+62
New +$1.94K ﹤0.01% 1383

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