Creative Planning’s Imperial Oil IMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.07M | Buy |
51,154
+3,644
| +8% | +$290K | ﹤0.01% | 861 |
|
|
2025
Q1 | $3.44M | Buy |
47,510
+3,141
| +7% | +$227K | ﹤0.01% | 870 |
|
|
2024
Q4 | $2.73M | Buy |
44,369
+1,040
| +2% | +$64.1K | ﹤0.01% | 946 |
|
|
2024
Q3 | $3.05M | Buy |
43,329
+5,024
| +13% | +$354K | ﹤0.01% | 851 |
|
|
2024
Q2 | $2.61M | Buy |
38,305
+4,843
| +14% | +$331K | ﹤0.01% | 870 |
|
|
2024
Q1 | $2.31M | Buy |
33,462
+2,684
| +9% | +$186K | ﹤0.01% | 910 |
|
|
2023
Q4 | $1.76M | Buy |
30,778
+6,919
| +29% | +$396K | ﹤0.01% | 957 |
|
|
2023
Q3 | $1.47M | Buy |
23,859
+2,081
| +10% | +$128K | ﹤0.01% | 989 |
|
|
2023
Q2 | $1.11M | Buy |
21,778
+2,774
| +15% | +$142K | ﹤0.01% | 1080 |
|
|
2023
Q1 | $966K | Buy |
19,004
+2,651
| +16% | +$135K | ﹤0.01% | 1093 |
|
|
2022
Q4 | $797K | Sell |
16,353
-651
| -4% | -$31.7K | ﹤0.01% | 1145 |
|
|
2022
Q3 | $736K | Buy |
17,004
+4,402
| +35% | +$191K | ﹤0.01% | 1103 |
|
|
2022
Q2 | $594K | Buy |
12,602
+1,400
| +12% | +$66K | ﹤0.01% | 1216 |
|
|
2022
Q1 | $542K | Sell |
11,202
-193
| -2% | -$9.34K | ﹤0.01% | 1278 |
|
|
2021
Q4 | $411K | Sell |
11,395
-1,550
| -12% | -$55.9K | ﹤0.01% | 1423 |
|
|
2021
Q3 | $409K | Sell |
12,945
-10,878
| -46% | -$344K | ﹤0.01% | 1405 |
|
|
2021
Q2 | $726K | Buy |
+23,823
| New | +$726K | ﹤0.01% | 1077 |
|
|
2019
Q4 | – | Sell |
-9,442
| Closed | -$246K | – | 1913 |
|
|
2019
Q3 | $246K | Buy |
9,442
+1,187
| +14% | +$30.9K | ﹤0.01% | 1474 |
|
|
2019
Q2 | $228K | Sell |
8,255
-1,140
| -12% | -$31.5K | ﹤0.01% | 1527 |
|
|
2019
Q1 | $257K | Buy |
9,395
+261
| +3% | +$7.14K | ﹤0.01% | 1413 |
|
|
2018
Q4 | $231K | Buy |
9,134
+2,852
| +45% | +$72.1K | ﹤0.01% | 1383 |
|
|
2018
Q3 | $203K | Hold |
6,282
| – | – | ﹤0.01% | 1660 |
|
|
2018
Q2 | $209K | Buy |
+6,282
| New | +$209K | ﹤0.01% | 1606 |
|
|
2017
Q3 | – | Sell |
-3,764
| Closed | -$110K | – | 2696 |
|
|
2017
Q2 | $110K | Sell |
3,764
-240
| -6% | -$7.01K | ﹤0.01% | 1908 |
|
|
2017
Q1 | $122K | Buy |
4,004
+6
| +0.2% | +$183 | ﹤0.01% | 1817 |
|
|
2016
Q4 | $139K | Sell |
3,998
-1,516
| -27% | -$52.7K | ﹤0.01% | 1623 |
|
|
2016
Q3 | $173K | Buy |
5,514
+988
| +22% | +$31K | ﹤0.01% | 1474 |
|
|
2016
Q2 | $143K | Sell |
4,526
-1,080
| -19% | -$34.1K | ﹤0.01% | 1435 |
|
|
2016
Q1 | $187K | Sell |
5,606
-4,500
| -45% | -$150K | ﹤0.01% | 1241 |
|
|
2015
Q4 | $329K | Sell |
10,106
-7,865
| -44% | -$256K | ﹤0.01% | 941 |
|
|
2015
Q3 | $568K | Buy |
17,971
+1,326
| +8% | +$41.9K | 0.01% | 685 |
|
|
2015
Q2 | $643K | Buy |
16,645
+8,864
| +114% | +$342K | 0.01% | 593 |
|
|
2015
Q1 | $310K | Buy |
7,781
+1,082
| +16% | +$43.1K | ﹤0.01% | 972 |
|
|
2014
Q4 | $288K | Hold |
6,699
| – | – | ﹤0.01% | 955 |
|
|
2014
Q3 | $316K | Sell |
6,699
-9
| -0.1% | -$425 | ﹤0.01% | 842 |
|
|
2014
Q2 | $353K | Buy |
6,708
+9
| +0.1% | +$474 | ﹤0.01% | 778 |
|
|
2014
Q1 | $312K | Buy |
6,699
+1,403
| +26% | +$65.3K | ﹤0.01% | 798 |
|
|
2013
Q4 | $234K | Sell |
5,296
-150
| -3% | -$6.63K | ﹤0.01% | 795 |
|
|
2013
Q3 | $239K | Hold |
5,446
| – | – | ﹤0.01% | 692 |
|
|
2013
Q2 | $208K | Buy |
+5,446
| New | +$208K | ﹤0.01% | 670 |
|