HDIM
Hanson & Doremus Investment Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.83M | Sell |
22,042
-287
| -1% | -$102K | 1.05% | 16 |
|
|
2025
Q1 | $7.83M | Buy |
22,329
+595
| +3% | +$209K | 1.14% | 15 |
|
|
2024
Q4 | $6.87M | Buy |
21,734
+1,203
| +6% | +$380K | 1.07% | 18 |
|
|
2024
Q3 | $5.65M | Buy |
20,531
+72
| +0.4% | +$19.8K | 0.9% | 18 |
|
|
2024
Q2 | $5.37M | Buy |
20,459
+646
| +3% | +$170K | 0.9% | 19 |
|
|
2024
Q1 | $5.53M | Buy |
19,813
+984
| +5% | +$275K | 0.95% | 17 |
|
|
2023
Q4 | $4.9M | Buy |
18,829
+1,177
| +7% | +$306K | 0.93% | 16 |
|
|
2023
Q3 | $4.06M | Buy |
17,652
+916
| +5% | +$211K | 0.84% | 21 |
|
|
2023
Q2 | $3.98M | Buy |
16,736
+1,700
| +11% | +$404K | 0.83% | 19 |
|
|
2023
Q1 | $3.39M | Buy |
15,036
+100
| +0.7% | +$22.5K | 0.75% | 24 |
|
|
2022
Q4 | $3.1M | Buy |
14,936
+1,926
| +15% | +$400K | 0.67% | 28 |
|
|
2022
Q3 | $2.31M | Buy |
13,010
+1,196
| +10% | +$212K | 0.6% | 33 |
|
|
2022
Q2 | $2.33M | Buy |
11,814
+1,054
| +10% | +$208K | 0.57% | 36 |
|
|
2022
Q1 | $2.39M | Buy |
10,760
+623
| +6% | +$138K | 0.51% | 37 |
|
|
2021
Q4 | $2.2M | Buy |
10,137
+374
| +4% | +$81.1K | 0.47% | 39 |
|
|
2021
Q3 | $2.18M | Buy |
9,763
+2,378
| +32% | +$530K | 0.5% | 39 |
|
|
2021
Q2 | $1.48M | Sell |
7,385
-2,202
| -23% | -$440K | 0.44% | 47 |
|
|
2021
Q1 | $2.03M | Buy |
9,587
+669
| +8% | +$142K | 0.47% | 44 |
|
|
2020
Q4 | $1.95M | Buy |
8,918
+1,533
| +21% | +$335K | 0.48% | 43 |
|
|
2020
Q3 | $1.48M | Buy |
7,385
+1,640
| +29% | +$328K | 0.44% | 47 |
|
|
2020
Q2 | $1.11M | Buy |
5,745
+2,838
| +98% | +$548K | 0.35% | 56 |
|
|
2020
Q1 | $468K | Buy |
2,907
+1,908
| +191% | +$307K | 0.16% | 109 |
|
|
2019
Q4 | $188K | Hold |
999
| – | – | 0.05% | 174 |
|
|
2019
Q3 | $172K | Buy |
999
+74
| +8% | +$12.7K | 0.05% | 186 |
|
|
2019
Q2 | $161K | Buy |
925
+67
| +8% | +$11.7K | 0.05% | 195 |
|
|
2019
Q1 | $134K | Hold |
858
| – | – | 0.04% | 203 |
|
|
2018
Q4 | $113K | Sell |
858
-52
| -6% | -$6.85K | 0.04% | 203 |
|
|
2018
Q3 | $137K | Hold |
910
| – | – | 0.04% | 204 |
|
|
2018
Q2 | $121K | Sell |
910
-67
| -7% | -$8.91K | 0.04% | 213 |
|
|
2018
Q1 | $117K | Hold |
977
| – | – | 0.04% | 227 |
|
|
2017
Q4 | $111K | Hold |
977
| – | – | 0.04% | 229 |
|
|
2017
Q3 | $103K | Hold |
977
| – | – | 0.04% | 226 |
|
|
2017
Q2 | $92K | Hold |
977
| – | – | 0.03% | 231 |
|
|
2017
Q1 | $87K | Buy |
977
+67
| +7% | +$5.97K | 0.03% | 231 |
|
|
2016
Q4 | $71K | Hold |
910
| – | – | 0.03% | 240 |
|
|
2016
Q3 | $75K | Buy |
910
+240
| +36% | +$19.8K | 0.03% | 218 |
|
|
2016
Q2 | $50K | Hold |
670
| – | – | 0.02% | 249 |
|
|
2016
Q1 | $51K | Hold |
670
| – | – | 0.02% | 257 |
|
|
2015
Q4 | $52K | Buy |
670
+70
| +12% | +$5.43K | 0.02% | 257 |
|
|
2015
Q3 | $42K | Buy |
600
+200
| +50% | +$14K | 0.02% | 264 |
|
|
2015
Q2 | $27K | Hold |
400
| – | – | 0.01% | 307 |
|
|
2015
Q1 | $26K | Buy |
400
+300
| +300% | +$19.5K | 0.01% | 310 |
|
|
2014
Q4 | $26K | Hold |
100
| – | – | 0.01% | 317 |
|
|
2014
Q3 | $21K | Hold |
100
| – | – | 0.01% | 317 |
|
|
2014
Q2 | $21K | Hold |
100
| – | – | 0.01% | 320 |
|
|
2014
Q1 | $22K | Hold |
100
| – | – | 0.01% | 306 |
|
|
2013
Q4 | $22K | Hold |
100
| – | – | 0.01% | 305 |
|
|
2013
Q3 | $19K | Hold |
100
| – | – | 0.01% | 302 |
|
|
2013
Q2 | $18K | Buy |
+100
| New | +$18K | 0.01% | 285 |
|