RWM
Ritholtz Wealth Management’s Imperial Oil IMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Buy |
66,943
+1,696
| +3% | +$135K | 0.12% | 103 |
|
|
2025
Q1 | $4.72M | Buy |
65,247
+7,958
| +14% | +$576K | 0.14% | 101 |
|
|
2024
Q4 | $3.53M | Sell |
57,289
-2,437
| -4% | -$150K | 0.1% | 122 |
|
|
2024
Q3 | $4.21M | Buy |
59,726
+8,858
| +17% | +$624K | 0.13% | 100 |
|
|
2024
Q2 | $3.47M | Buy |
50,868
+540
| +1% | +$36.9K | 0.11% | 114 |
|
|
2024
Q1 | $3.48M | Buy |
50,328
+2,246
| +5% | +$155K | 0.12% | 118 |
|
|
2023
Q4 | $2.75M | Buy |
48,082
+1,523
| +3% | +$87.1K | 0.11% | 117 |
|
|
2023
Q3 | $2.87M | Buy |
46,559
+474
| +1% | +$29.2K | 0.13% | 99 |
|
|
2023
Q2 | $2.36M | Sell |
46,085
-576
| -1% | -$29.5K | 0.11% | 116 |
|
|
2023
Q1 | $2.37M | Buy |
46,661
+9,607
| +26% | +$488K | 0.12% | 103 |
|
|
2022
Q4 | $1.81M | Sell |
37,054
-2,843
| -7% | -$139K | 0.1% | 139 |
|
|
2022
Q3 | $1.73M | Buy |
39,897
+9,538
| +31% | +$413K | 0.09% | 147 |
|
|
2022
Q2 | $1.43M | Buy |
30,359
+12,315
| +68% | +$580K | 0.09% | 138 |
|
|
2022
Q1 | $872K | Buy |
18,044
+6,522
| +57% | +$315K | 0.06% | 209 |
|
|
2021
Q4 | $416K | Buy |
+11,522
| New | +$416K | 0.03% | 337 |
|