Number of Shares
4,838.00
Current Holdings Value*
$349,880.00
% of Portfolio
0.33%
Total Estimate Gain
$-8,999.89
% of Total Estimate Gain
-0.73%

Total Wealth Planning & Management, Inc.'s Imperial Oil Ltd Holding Summary

As of 2025-03-31, Total Wealth Planning & Management, Inc. held 4,838.00 shares of Imperial Oil Ltd(IMO), totaling $349,880.00. This investment constitutes 0.33% of their stock portfolio, and Total Wealth Planning & Management, Inc. now holds 0% of the outstanding Imperial Oil Ltd(IMO) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $68.69 for 12,229.00 shares. Based on historical transaction data and IMO's current price of $80.24, Total Wealth Planning & Management, Inc.'s estimated gain on his IMO holdings is $-8,999.89, reflecting a -0.73% gain to date.

Total Wealth Planning & Management, Inc. IMO ($80.24) Holding Chart

Total Wealth Planning & Management, Inc. IMO ($80.24) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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