Plancorp LLC’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 | $2.23M | Sell |
28,061
-17,392
| -38% | -$1.38M | 0.08% | 106 |
|
|
2025
Q1 | $3.29M | Hold |
45,453
| – | – | 0.13% | 67 |
|
|
2024
Q4 | $2.8M | Hold |
45,453
| – | – | 0.12% | 65 |
|
|
2024
Q3 | $3.2M | Buy |
45,453
+5,973
| +15% | +$421K | 0.13% | 59 |
|
|
2024
Q2 | $2.69M | Buy |
+39,480
| New | +$2.69M | 0.12% | 64 |
|
|
2015
Q1 | – | Sell |
-4,870
| Closed | -$210K | – | 102 |
|
|
2014
Q4 | $210K | Sell |
4,870
-243
| -5% | -$10.5K | 0.22% | 67 |
|
|
2014
Q3 | $241K | Buy |
5,113
+243
| +5% | +$11.5K | 0.25% | 82 |
|
|
2014
Q2 | $256K | Sell |
4,870
-243
| -5% | -$12.8K | 0.23% | 59 |
|
|
2014
Q1 | $238K | Buy |
5,113
+243
| +5% | +$11.3K | 0.16% | 95 |
|
|
2013
Q4 | $215K | Buy |
+4,870
| New | +$215K | 0.19% | 86 |
|