Holistic Financial Partners’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 | $314K | Hold |
3,954
| – | – | 0.14% | 85 |
|
|
2025
Q1 | $286K | Hold |
3,954
| – | – | 0.14% | 85 |
|
|
2024
Q4 | $244K | Hold |
3,954
| – | – | 0.12% | 102 |
|
|
2024
Q3 | $279K | Hold |
3,954
| – | – | 0.13% | 90 |
|
|
2024
Q2 | $270K | Hold |
3,954
| – | – | 0.14% | 89 |
|
|
2024
Q1 | $273K | Hold |
3,954
| – | – | 0.14% | 91 |
|
|
2023
Q4 | $226K | Hold |
3,954
| – | – | 0.14% | 104 |
|
|
2023
Q3 | $244K | Hold |
3,954
| – | – | 0.16% | 84 |
|
|
2023
Q2 | $202K | Hold |
3,954
| – | – | 0.14% | 103 |
|
|
2023
Q1 | $201K | Buy |
+3,954
| New | +$201K | 0.16% | 101 |
|
|
2018
Q2 | – | Sell |
-4,607
| Closed | -$122K | – | 192 |
|
|
2018
Q1 | $122K | Hold |
4,607
| – | – | 0.1% | 96 |
|
|
2017
Q4 | $144K | Buy |
+4,607
| New | +$144K | 0.12% | 92 |
|