Total Wealth Planning & Management’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	$385K	Hold	4,838	–	–	0.31%	113
2025 Q1	$350K	Sell	4,838 -12,229	-72%	-$884K	0.33%	102
2024 Q4	$1.05M	Buy	+17,067	New	+$1.05M	0.95%	19