Integrated Wealth Concepts’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
$537K Sell
6,757
-1,773
-21% -$141K 0.01% 1233
2025
Q1
$617K Sell
8,530
-288
-3% -$20.8K 0.01% 1050
2024
Q4
$543K Sell
8,818
-822
-9% -$50.6K 0.01% 1089
2024
Q3
$679K Buy
9,640
+416
+5% +$29.3K 0.01% 955
2024
Q2
$630K Buy
9,224
+374
+4% +$25.5K 0.01% 955
2024
Q1
$612K Sell
8,850
-1,600
-15% -$111K 0.01% 957
2023
Q4
$598K Sell
10,450
-8,232
-44% -$471K 0.01% 919
2023
Q3
$1.15M Sell
18,682
-724
-4% -$44.6K 0.02% 634
2023
Q2
$993K Sell
19,406
-618
-3% -$31.6K 0.02% 686
2023
Q1
$1.02M Buy
+20,024
New +$1.02M 0.02% 608