Geneos Wealth Management’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 | $6.84K | Sell |
86
-102
| -54% | -$8.11K | ﹤0.01% | 2469 |
|
|
2025
Q1 | $13.6K | Buy |
188
+102
| +119% | +$7.38K | ﹤0.01% | 2471 |
|
|
2024
Q4 | $5.3K | Hold |
86
| – | – | ﹤0.01% | 2310 |
|
|
2024
Q3 | $6.06K | Hold |
86
| – | – | ﹤0.01% | 2011 |
|
|
2024
Q2 | $5.87K | Hold |
86
| – | – | ﹤0.01% | 1683 |
|
|
2024
Q1 | $5.95K | Hold |
86
| – | – | ﹤0.01% | 1677 |
|
|
2023
Q4 | $4.92K | Hold |
86
| – | – | ﹤0.01% | 1729 |
|
|
2023
Q3 | $5.3K | Hold |
86
| – | – | ﹤0.01% | 1732 |
|
|
2023
Q2 | $4.4K | Hold |
86
| – | – | ﹤0.01% | 1771 |
|
|
2023
Q1 | $4.37K | Hold |
86
| – | – | ﹤0.01% | 1762 |
|
|
2022
Q4 | $4.19K | Buy |
+86
| New | +$4.19K | ﹤0.01% | 1746 |
|
|
2022
Q2 | – | Sell |
-68
| Closed | -$3K | – | 2681 |
|
|
2022
Q1 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 2466 |
|
|
2018
Q3 | – | Sell |
-1,000
| Closed | -$33K | – | 2425 |
|
|
2018
Q2 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 1236 |
|
|
2018
Q1 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 1276 |
|
|
2017
Q4 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 1218 |
|
|
2017
Q3 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 1154 |
|
|
2017
Q2 | $29K | Hold |
1,000
| – | – | ﹤0.01% | 1132 |
|
|
2017
Q1 | $30K | Hold |
1,000
| – | – | ﹤0.01% | 1084 |
|
|
2016
Q4 | $34K | Hold |
1,000
| – | – | ﹤0.01% | 976 |
|
|
2016
Q3 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 976 |
|
|
2016
Q2 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 973 |
|
|
2016
Q1 | $32K | Buy |
+1,000
| New | +$32K | ﹤0.01% | 945 |
|