Sageworth Trust’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Sell |
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|
2025
Q1 | $300K | Buy |
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|
2024
Q4 | $258K | Hold |
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|
2024
Q3 | $298K | Sell |
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|
2024
Q2 | $287K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $225K | Buy |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | $193K | Hold |
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|
2022
Q2 | $217K | Hold |
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|
2022
Q1 | $214K | Hold |
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|
2021
Q4 | $204K | Sell |
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|
2021
Q3 | $189K | Sell |
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|
2021
Q2 | $522K | Buy |
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|
2021
Q1 | $222K | Sell |
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|
2020
Q4 | $243K | Buy |
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|
2020
Q3 | $185K | Buy |
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|
2020
Q2 | $38K | Sell |
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|
2020
Q1 | $94K | Hold |
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|
2019
Q4 | $117K | Buy |
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|
2019
Q3 | $83K | Hold |
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|
2019
Q2 | $78K | Sell |
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|
2019
Q1 | $96K | Sell |
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|
2018
Q4 | $139K | Hold |
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|
2018
Q3 | $135K | Buy |
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|
2018
Q2 | $76K | Buy |
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|
2018
Q1 | $58K | Hold |
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|
2017
Q4 | $61K | Hold |
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|
2017
Q3 | $60K | Hold |
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|
2017
Q2 | $60K | Hold |
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|
2017
Q1 | $56K | Hold |
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|
2016
Q4 | $55K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $216K | Buy |
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