Holistic Financial Partners’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 | $359K | Hold |
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|
2025
Q2 | $314K | Hold |
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|
2025
Q1 | $286K | Hold |
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|
2024
Q4 | $244K | Hold |
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|
2024
Q3 | $279K | Hold |
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|
2024
Q2 | $270K | Hold |
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|
2024
Q1 | $273K | Hold |
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|
2023
Q4 | $226K | Hold |
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|
2023
Q3 | $244K | Hold |
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|
2023
Q2 | $202K | Hold |
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|
2023
Q1 | $201K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $122K | Hold |
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|
2017
Q4 | $144K | Buy |
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