HDIM
Hanson & Doremus Investment Management’s Coca-Cola KO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Sell |
39,230
-11,201
| -22% | -$793K | 0.37% | 50 |
|
|
2025
Q1 | $3.61M | Buy |
50,431
+6,917
| +16% | +$495K | 0.53% | 36 |
|
|
2024
Q4 | $2.71M | Buy |
43,514
+4,484
| +11% | +$279K | 0.42% | 41 |
|
|
2024
Q3 | $2.81M | Sell |
39,030
-9,802
| -20% | -$704K | 0.45% | 41 |
|
|
2024
Q2 | $3.11M | Sell |
48,832
-14,791
| -23% | -$941K | 0.52% | 37 |
|
|
2024
Q1 | $3.89M | Buy |
63,623
+57
| +0.1% | +$3.49K | 0.67% | 28 |
|
|
2023
Q4 | $3.75M | Sell |
63,566
-1,576
| -2% | -$92.9K | 0.71% | 28 |
|
|
2023
Q3 | $3.65M | Buy |
65,142
+127
| +0.2% | +$7.11K | 0.75% | 23 |
|
|
2023
Q2 | $3.92M | Buy |
65,015
+1,453
| +2% | +$87.5K | 0.81% | 20 |
|
|
2023
Q1 | $3.94M | Sell |
63,562
-11,593
| -15% | -$719K | 0.88% | 19 |
|
|
2022
Q4 | $4.78M | Buy |
75,155
+15,940
| +27% | +$1.01M | 1.03% | 18 |
|
|
2022
Q3 | $3.32M | Buy |
59,215
+28
| +0% | +$1.57K | 0.86% | 20 |
|
|
2022
Q2 | $3.72M | Buy |
59,187
+1,850
| +3% | +$116K | 0.91% | 21 |
|
|
2022
Q1 | $3.56M | Buy |
57,337
+1,712
| +3% | +$106K | 0.77% | 25 |
|
|
2021
Q4 | $3.29M | Sell |
55,625
-1,284
| -2% | -$76K | 0.7% | 27 |
|
|
2021
Q3 | $2.99M | Buy |
56,909
+1,546
| +3% | +$81.1K | 0.69% | 27 |
|
|
2021
Q2 | $2.73M | Sell |
55,363
-13,710
| -20% | -$677K | 0.82% | 18 |
|
|
2021
Q1 | $3.64M | Buy |
69,073
+2,682
| +4% | +$141K | 0.84% | 21 |
|
|
2020
Q4 | $3.64M | Buy |
66,391
+11,028
| +20% | +$605K | 0.9% | 17 |
|
|
2020
Q3 | $2.73M | Buy |
55,363
+3,036
| +6% | +$150K | 0.82% | 18 |
|
|
2020
Q2 | $2.34M | Sell |
52,327
-10,831
| -17% | -$484K | 0.74% | 20 |
|
|
2020
Q1 | $2.8M | Buy |
63,158
+11,054
| +21% | +$489K | 0.95% | 21 |
|
|
2019
Q4 | $2.88M | Sell |
52,104
-165
| -0.3% | -$9.13K | 0.83% | 23 |
|
|
2019
Q3 | $2.85M | Sell |
52,269
-1,092
| -2% | -$59.5K | 0.88% | 23 |
|
|
2019
Q2 | $2.72M | Sell |
53,361
-158
| -0.3% | -$8.05K | 0.86% | 24 |
|
|
2019
Q1 | $2.51M | Sell |
53,519
-198
| -0.4% | -$9.28K | 0.83% | 26 |
|
|
2018
Q4 | $2.54M | Sell |
53,717
-1,000
| -2% | -$47.3K | 0.92% | 23 |
|
|
2018
Q3 | $2.53M | Sell |
54,717
-135
| -0.2% | -$6.24K | 0.79% | 25 |
|
|
2018
Q2 | $2.41M | Sell |
54,852
-12,614
| -19% | -$553K | 0.79% | 25 |
|
|
2018
Q1 | $2.93M | Buy |
67,466
+10,973
| +19% | +$477K | 0.91% | 21 |
|
|
2017
Q4 | $2.59M | Sell |
56,493
-1,170
| -2% | -$53.7K | 0.86% | 23 |
|
|
2017
Q3 | $2.6M | Sell |
57,663
-2,365
| -4% | -$106K | 0.91% | 22 |
|
|
2017
Q2 | $2.69M | Sell |
60,028
-1,485
| -2% | -$66.6K | 0.99% | 23 |
|
|
2017
Q1 | $2.61M | Buy |
61,513
+1,935
| +3% | +$82.1K | 1.05% | 22 |
|
|
2016
Q4 | $2.47M | Buy |
59,578
+186
| +0.3% | +$7.71K | 1.07% | 22 |
|
|
2016
Q3 | $2.51M | Sell |
59,392
-1,066
| -2% | -$45.1K | 1.17% | 19 |
|
|
2016
Q2 | $2.74M | Sell |
60,458
-600
| -1% | -$27.2K | 1.24% | 16 |
|
|
2016
Q1 | $2.83M | Sell |
61,058
-875
| -1% | -$40.6K | 1.28% | 17 |
|
|
2015
Q4 | $2.66M | Sell |
61,933
-1,047
| -2% | -$45K | 1.21% | 18 |
|
|
2015
Q3 | $2.53M | Buy |
62,980
+1,871
| +3% | +$75.1K | 1.22% | 19 |
|
|
2015
Q2 | $2.4M | Sell |
61,109
-481
| -0.8% | -$18.9K | 1.02% | 25 |
|
|
2015
Q1 | $2.5M | Sell |
61,590
-1,800
| -3% | -$73K | 1.05% | 27 |
|
|
2014
Q4 | $2.68M | Hold |
63,390
| – | – | 1.15% | 21 |
|
|
2014
Q3 | $2.7M | Buy |
63,390
+622
| +1% | +$26.5K | 1.22% | 18 |
|
|
2014
Q2 | $2.66M | Sell |
62,768
-6,155
| -9% | -$261K | 1.22% | 19 |
|
|
2014
Q1 | $2.67M | Buy |
68,923
+1,210
| +2% | +$46.8K | 1.26% | 18 |
|
|
2013
Q4 | $2.8M | Sell |
67,713
-4,510
| -6% | -$186K | 1.34% | 20 |
|
|
2013
Q3 | $2.74M | Buy |
72,223
+3,854
| +6% | +$146K | 1.39% | 19 |
|
|
2013
Q2 | $2.74M | Buy |
+68,369
| New | +$2.74M | 1.5% | 15 |
|