QIM
Quest Investment Management’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Hold |
10,684
| – | – | 0.35% | 50 |
|
|
2025
Q1 | $2.66M | Hold |
10,684
| – | – | 0.33% | 49 |
|
|
2024
Q4 | $2.35M | Hold |
10,684
| – | – | 0.27% | 49 |
|
|
2024
Q3 | $2.36M | Hold |
10,684
| – | – | 0.28% | 47 |
|
|
2024
Q2 | $1.85M | Hold |
10,684
| – | – | 0.2% | 53 |
|
|
2024
Q1 | $2.04M | Hold |
10,684
| – | – | 0.23% | 55 |
|
|
2023
Q4 | $1.75M | Hold |
10,684
| – | – | 0.22% | 55 |
|
|
2023
Q3 | $1.5M | Hold |
10,684
| – | – | 0.21% | 61 |
|
|
2023
Q2 | $1.43M | Hold |
10,684
| – | – | 0.2% | 66 |
|
|
2023
Q1 | $1.4M | Hold |
10,684
| – | – | 0.19% | 69 |
|
|
2022
Q4 | $1.51M | Hold |
10,684
| – | – | 0.18% | 75 |
|
|
2022
Q3 | $1.27M | Hold |
10,684
| – | – | 0.16% | 75 |
|
|
2022
Q2 | $1.51M | Hold |
10,684
| – | – | 0.18% | 75 |
|
|
2022
Q1 | $1.39M | Hold |
10,684
| – | – | 0.13% | 77 |
|
|
2021
Q4 | $1.43M | Hold |
10,684
| – | – | 0.12% | 77 |
|
|
2021
Q3 | $1.48M | Hold |
10,684
| – | – | 0.14% | 74 |
|
|
2021
Q2 | $1.57M | Hold |
10,684
| – | – | 0.14% | 79 |
|
|
2021
Q1 | $1.42M | Hold |
10,684
| – | – | 0.13% | 80 |
|
|
2020
Q4 | $1.35M | Hold |
10,684
| – | – | 0.12% | 83 |
|
|
2020
Q3 | $1.3M | Buy |
10,684
+684
| +7% | +$83.2K | 0.12% | 85 |
|
|
2020
Q2 | $1.21M | Hold |
10,000
| – | – | 0.14% | 76 |
|
|
2020
Q1 | $1.11M | Hold |
10,000
| – | – | 0.16% | 75 |
|
|
2019
Q4 | $1.34M | Hold |
10,000
| – | – | 0.16% | 76 |
|
|
2019
Q3 | $1.45M | Hold |
10,000
| – | – | 0.18% | 75 |
|
|
2019
Q2 | $1.38M | Hold |
10,000
| – | – | 0.17% | 73 |
|
|
2019
Q1 | $1.41M | Hold |
10,000
| – | – | 0.19% | 73 |
|
|
2018
Q4 | $1.14M | Hold |
10,000
| – | – | 0.18% | 74 |
|
|
2018
Q3 | $1.51M | Hold |
10,000
| – | – | 0.21% | 73 |
|
|
2018
Q2 | $1.4M | Hold |
10,000
| – | – | 0.21% | 74 |
|
|
2018
Q1 | $1.53M | Hold |
10,000
| – | – | 0.24% | 73 |
|
|
2017
Q4 | $1.53M | Hold |
10,000
| – | – | 0.23% | 72 |
|
|
2017
Q3 | $1.45M | Hold |
10,000
| – | – | 0.19% | 72 |
|
|
2017
Q2 | $1.54M | Hold |
10,000
| – | – | 0.2% | 72 |
|
|
2017
Q1 | $1.74M | Hold |
10,000
| – | – | 0.24% | 68 |
|
|
2016
Q4 | $1.66M | Hold |
10,000
| – | – | 0.21% | 64 |
|
|
2016
Q3 | $1.59M | Sell |
10,000
-6,150
| -38% | -$977K | 0.21% | 72 |
|
|
2016
Q2 | $2.45M | Hold |
16,150
| – | – | 0.33% | 70 |
|
|
2016
Q1 | $2.45M | Hold |
16,150
| – | – | 0.34% | 65 |
|
|
2015
Q4 | $2.22M | Hold |
16,150
| – | – | 0.3% | 67 |
|
|
2015
Q3 | $2.34M | Sell |
16,150
-75
| -0.5% | -$10.9K | 0.33% | 70 |
|
|
2015
Q2 | $2.64M | Sell |
16,225
-25
| -0.2% | -$4.07K | 0.37% | 75 |
|
|
2015
Q1 | $2.61M | Hold |
16,250
| – | – | 0.35% | 85 |
|
|
2014
Q4 | $2.61M | Hold |
16,250
| – | – | 0.31% | 86 |
|
|
2014
Q3 | $3.09M | Hold |
16,250
| – | – | 0.32% | 89 |
|
|
2014
Q2 | $2.95M | Hold |
16,250
| – | – | 0.29% | 90 |
|
|
2014
Q1 | $3.13M | Hold |
16,250
| – | – | 0.29% | 88 |
|
|
2013
Q4 | $3.05M | Sell |
16,250
-61,151
| -79% | -$11.5M | 0.26% | 90 |
|
|
2013
Q3 | $14.3M | Sell |
77,401
-158,982
| -67% | -$29.4M | 1.23% | 38 |
|
|
2013
Q2 | $45.2M | Buy |
+236,383
| New | +$45.2M | 3.42% | 1 |
|