Laird Norton Wetherby Wealth Management’s Imperial Oil IMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
+16,856
| New | +$1.34M | 0.06% | 295 |
|
|
2024
Q4 | $1.13M | Sell |
18,397
-852
| -4% | -$52.5K | 0.05% | 311 |
|
|
2024
Q3 | $1.36M | Sell |
19,249
-231
| -1% | -$16.3K | 0.06% | 290 |
|
|
2024
Q2 | $1.33M | Sell |
19,480
-197
| -1% | -$13.4K | 0.06% | 285 |
|
|
2024
Q1 | $1.36M | Buy |
19,677
+4
| +0% | +$277 | 0.06% | 290 |
|
|
2023
Q4 | $1.13M | Sell |
19,673
-119
| -0.6% | -$6.81K | 0.06% | 325 |
|
|
2023
Q3 | $1.22M | Sell |
19,792
-47
| -0.2% | -$2.9K | 0.07% | 295 |
|
|
2023
Q2 | $1.02M | Buy |
19,839
+1,477
| +8% | +$75.6K | 0.05% | 333 |
|
|
2023
Q1 | $933K | Buy |
18,362
+1,907
| +12% | +$96.9K | 0.05% | 351 |
|
|
2022
Q4 | $802K | Buy |
16,455
+998
| +6% | +$48.6K | 0.05% | 372 |
|
|
2022
Q3 | $669K | Sell |
15,457
-163
| -1% | -$7.06K | 0.05% | 391 |
|
|
2022
Q2 | $736K | Buy |
15,620
+1,233
| +9% | +$58.1K | 0.05% | 368 |
|
|
2022
Q1 | $696K | Sell |
14,387
-3
| -0% | -$145 | 0.04% | 413 |
|
|
2021
Q4 | $519K | Buy |
14,390
+375
| +3% | +$13.5K | 0.03% | 506 |
|
|
2021
Q3 | $443K | Buy |
14,015
+245
| +2% | +$7.74K | 0.03% | 538 |
|
|
2021
Q2 | $420K | Buy |
13,770
+393
| +3% | +$12K | 0.03% | 574 |
|
|
2021
Q1 | $322K | Buy |
13,377
+4
| +0% | +$96 | 0.02% | 584 |
|
|
2020
Q4 | $254K | Sell |
13,373
-2,499
| -16% | -$47.5K | 0.02% | 718 |
|
|
2020
Q3 | $190K | Sell |
15,872
-1,320
| -8% | -$15.8K | 0.02% | 650 |
|
|
2020
Q2 | $276K | Sell |
17,192
-5,248
| -23% | -$84.3K | 0.03% | 543 |
|
|
2020
Q1 | $254K | Buy |
+22,440
| New | +$254K | 0.03% | 499 |
|
|
2017
Q2 | – | Sell |
-8,043
| Closed | -$245K | – | 571 |
|
|
2017
Q1 | $245K | Buy |
8,043
+1,209
| +18% | +$36.8K | 0.04% | 473 |
|
|
2016
Q4 | $238K | Buy |
+6,834
| New | +$238K | 0.05% | 463 |
|
|
2016
Q1 | – | Sell |
-8,025
| Closed | -$260K | – | 494 |
|
|
2015
Q4 | $260K | Buy |
+8,025
| New | +$260K | 0.06% | 355 |
|
|
2015
Q1 | – | Sell |
-5,827
| Closed | -$251K | – | 475 |
|
|
2014
Q4 | $251K | Buy |
5,827
+1,150
| +25% | +$49.5K | 0.06% | 357 |
|
|
2014
Q3 | $221K | Buy |
4,677
+476
| +11% | +$22.5K | 0.06% | 373 |
|
|
2014
Q2 | $221K | Sell |
4,201
-590
| -12% | -$31K | 0.06% | 377 |
|
|
2014
Q1 | $223K | Buy |
+4,791
| New | +$223K | 0.06% | 367 |
|