Creative Planning’s Imperial Oil IMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.56M | Buy |
57,795
+5,026
| +10% | +$564K | 0.01% | 887 |
|
|
2025
Q4 | $4.55M | Buy |
52,769
+533
| +1% | +$48.5K | ﹤0.01% | 1071 |
|
|
2025
Q3 | $4.74M | Buy |
52,236
+1,082
| +2% | +$93.5K | ﹤0.01% | 921 |
|
|
2025
Q2 | $4.07M | Buy |
51,154
+3,644
| +8% | +$260K | ﹤0.01% | 863 |
|
|
2025
Q1 | $3.44M | Buy |
47,510
+3,141
| +7% | +$216K | ﹤0.01% | 871 |
|
|
2024
Q4 | $2.73M | Buy |
44,369
+1,040
| +2% | +$75.4K | ﹤0.01% | 948 |
|
|
2024
Q3 | $3.05M | Buy |
43,329
+5,024
| +13% | +$356K | ﹤0.01% | 851 |
|
|
2024
Q2 | $2.61M | Buy |
38,305
+4,843
| +14% | +$333K | ﹤0.01% | 872 |
|
|
2024
Q1 | $2.31M | Buy |
33,462
+2,684
| +9% | +$164K | ﹤0.01% | 911 |
|
|
2023
Q4 | $1.76M | Buy |
30,778
+6,919
| +29% | +$397K | ﹤0.01% | 960 |
|
|
2023
Q3 | $1.47M | Buy |
23,859
+2,081
| +10% | +$114K | ﹤0.01% | 992 |
|
|
2023
Q2 | $1.11M | Buy |
21,778
+2,774
| +15% | +$138K | ﹤0.01% | 1084 |
|
|
2023
Q1 | $966K | Buy |
19,004
+2,651
| +16% | +$132K | ﹤0.01% | 1097 |
|
|
2022
Q4 | $797K | Sell |
16,353
-651
| -4% | -$33.5K | ﹤0.01% | 1149 |
|
|
2022
Q3 | $736K | Buy |
17,004
+4,402
| +35% | +$201K | ﹤0.01% | 1109 |
|
|
2022
Q2 | $594K | Buy |
12,602
+1,400
| +12% | +$71.6K | ﹤0.01% | 1221 |
|
|
2022
Q1 | $542K | Sell |
11,202
-193
| -2% | -$8.28K | ﹤0.01% | 1280 |
|
|
2021
Q4 | $411K | Sell |
11,395
-1,550
| -12% | -$53.3K | ﹤0.01% | 1423 |
|
|
2021
Q3 | $409K | Sell |
12,945
-10,878
| -46% | -$301K | ﹤0.01% | 1405 |
|
|
2021
Q2 | $726K | Buy |
+23,823
| New | +$718K | ﹤0.01% | 1078 |
|
|
2019
Q4 | – | Sell |
-9,442
| Closed | -$246K | – | 2055 |
|
|
2019
Q3 | $246K | Buy |
9,442
+1,187
| +14% | +$31.3K | ﹤0.01% | 1483 |
|
|
2019
Q2 | $228K | Sell |
8,255
-1,140
| -12% | -$32K | ﹤0.01% | 1534 |
|
|
2019
Q1 | $257K | Buy |
9,395
+261
| +3% | +$7.11K | ﹤0.01% | 1423 |
|
|
2018
Q4 | $231K | Buy |
9,134
+2,852
| +45% | +$86.7K | ﹤0.01% | 1390 |
|
|
2018
Q3 | $203K | Hold |
6,282
| – | – | ﹤0.01% | 1673 |
|
|
2018
Q2 | $209K | Buy |
+6,282
| New | +$196K | ﹤0.01% | 1621 |
|
|
2017
Q3 | – | Sell |
-3,764
| Closed | -$110K | – | 2759 |
|
|
2017
Q2 | $110K | Sell |
3,764
-240
| -6% | -$7.02K | ﹤0.01% | 1921 |
|
|
2017
Q1 | $122K | Buy |
4,004
+6
| +0.2% | +$194 | ﹤0.01% | 1829 |
|
|
2016
Q4 | $139K | Sell |
3,998
-1,516
| -27% | -$50.9K | ﹤0.01% | 1634 |
|
|
2016
Q3 | $173K | Buy |
5,514
+988
| +22% | +$30.6K | ﹤0.01% | 1480 |
|
|
2016
Q2 | $143K | Sell |
4,526
-1,080
| -19% | -$34.2K | ﹤0.01% | 1441 |
|
|
2016
Q1 | $187K | Sell |
5,606
-4,500
| -45% | -$141K | ﹤0.01% | 1245 |
|
|
2015
Q4 | $329K | Sell |
10,106
-7,865
| -44% | -$255K | ﹤0.01% | 948 |
|
|
2015
Q3 | $568K | Buy |
17,971
+1,326
| +8% | +$46K | 0.01% | 686 |
|
|
2015
Q2 | $643K | Buy |
16,645
+8,864
| +114% | +$365K | 0.01% | 595 |
|
|
2015
Q1 | $310K | Buy |
7,781
+1,082
| +16% | +$42.1K | ﹤0.01% | 977 |
|
|
2014
Q4 | $288K | Hold |
6,699
| – | – | ﹤0.01% | 957 |
|
|
2014
Q3 | $316K | Sell |
6,699
-9
| -0.1% | -$462 | ﹤0.01% | 843 |
|
|
2014
Q2 | $353K | Buy |
6,708
+9
| +0.1% | +$443 | ﹤0.01% | 779 |
|
|
2014
Q1 | $312K | Buy |
6,699
+1,403
| +26% | +$61.2K | ﹤0.01% | 799 |
|
|
2013
Q4 | $234K | Sell |
5,296
-150
| -3% | -$6.53K | ﹤0.01% | 795 |
|
|
2013
Q3 | $239K | Hold |
5,446
| – | – | ﹤0.01% | 692 |
|
|
2013
Q2 | $208K | Buy |
+5,446
| New | +$213K | ﹤0.01% | 670 |
|
Other funds holding IMO
VCM
