Carson Wealth (CWM LLC)’s Imperial Oil IMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $208K | Sell |
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|
2025
Q2 | $183K | Buy |
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|
2025
Q1 | $161K | Sell |
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|
2024
Q4 | $147K | Buy |
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|
2024
Q3 | $167K | Buy |
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|
2024
Q2 | $158K | Buy |
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|
2024
Q1 | $148K | Buy |
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|
2023
Q4 | $115K | Buy |
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|
2023
Q3 | $48K | Sell |
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|
2023
Q2 | $43K | Sell |
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|
2023
Q1 | $54K | Buy |
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|
2022
Q4 | $48K | Buy |
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|
2022
Q3 | $22K | Buy |
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|
2022
Q2 | $4K | Buy |
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|
2022
Q1 | $2K | Sell |
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|
2021
Q4 | $1K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $2K | Buy |
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