True Wealth Design’s Imperial Oil IMO Stock Holding History

True Wealth Design’s Portfolio IMO Stock Details IMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.19K	Buy	32 +17	+113%	+$1.91K	﹤0.01%	1266
2025 Q4	$1.29K	Hold	15	–	–	﹤0.01%	1609
2025 Q3	$1.36K	Sell	15 -1	-6%	-$86	﹤0.01%	1637
2025 Q2	$1.27K	Buy	16 +2	+14%	+$143	﹤0.01%	1370
2025 Q1	$1.01K	Sell	14 -1	-7%	-$69	﹤0.01%	1256
2024 Q4	$924	Buy	15 +1	+7%	+$73	﹤0.01%	964
2024 Q3	$987	Hold	14	–	–	﹤0.01%	976
2024 Q2	$956	Buy	14 +2	+17%	+$138	﹤0.01%	516
2024 Q1	$830	Buy	12 +5	+71%	+$305	﹤0.01%	504
2023 Q4	$401	Hold	7	–	–	﹤0.01%	529
2023 Q3	$432	Hold	7	–	–	﹤0.01%	455
2023 Q2	$359	Buy	7 +2	+40%	+$99	﹤0.01%	532
2023 Q1	$255	Hold	5	–	–	﹤0.01%	684
2022 Q4	$244	Buy	+5	New	+$258	﹤0.01%	626

Other funds holding IMO

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return