Carson Wealth (CWM LLC)’s Imperial Oil IMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $183K | Buy |
2,297
+65
| +3% | +$5.18K | ﹤0.01% | 2248 |
|
|
2025
Q1 | $161K | Sell |
2,232
-148
| -6% | -$10.7K | ﹤0.01% | 2069 |
|
|
2024
Q4 | $147K | Buy |
2,380
+7
| +0.3% | +$432 | ﹤0.01% | 2033 |
|
|
2024
Q3 | $167K | Buy |
2,373
+54
| +2% | +$3.8K | ﹤0.01% | 1857 |
|
|
2024
Q2 | $158K | Buy |
2,319
+185
| +9% | +$12.6K | ﹤0.01% | 1714 |
|
|
2024
Q1 | $148K | Buy |
2,134
+123
| +6% | +$8.53K | ﹤0.01% | 1662 |
|
|
2023
Q4 | $115K | Buy |
2,011
+1,228
| +157% | +$70.2K | ﹤0.01% | 1672 |
|
|
2023
Q3 | $48K | Sell |
783
-48
| -6% | -$2.94K | ﹤0.01% | 2088 |
|
|
2023
Q2 | $43K | Sell |
831
-238
| -22% | -$12.3K | ﹤0.01% | 2088 |
|
|
2023
Q1 | $54K | Buy |
1,069
+91
| +9% | +$4.6K | ﹤0.01% | 1823 |
|
|
2022
Q4 | $48K | Buy |
978
+472
| +93% | +$23.2K | ﹤0.01% | 1761 |
|
|
2022
Q3 | $22K | Buy |
506
+413
| +444% | +$18K | ﹤0.01% | 2161 |
|
|
2022
Q2 | $4K | Buy |
93
+61
| +191% | +$2.62K | ﹤0.01% | 3085 |
|
|
2022
Q1 | $2K | Sell |
32
-7
| -18% | -$438 | ﹤0.01% | 3170 |
|
|
2021
Q4 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 3298 |
|
|
2018
Q3 | – | Sell |
-62
| Closed | -$2K | – | 1914 |
|
|
2018
Q2 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 1379 |
|