Koa Wealth Management, LLC BROOKFIELD CORP Transaction History

Koa Wealth Management, LLC

  • $135 Billion
  • Q3 2025
Number of Shares
24,512
Previous 24,880 1.48%
Holding current value
$1.68 Billion
Previous $1.54 Billion 9.24%
% of portfolio
1.25%
Previous 1.22%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
SELL
N/A
-368 Reduced 1.48%
24,512 $1.68 Billion
Q2 2025

Jul 29, 2025
SELL
N/A
-219 Reduced 0.87%
24,880 $1.54 Billion
Q1 2025

May 12, 2025
SELL
N/A
-2,351 Reduced 8.56%
25,099 $1.32 Billion
Q4 2024

Jan 23, 2025
SELL
N/A
-6,198 Reduced 18.42%
27,450 $1.58 Billion
Q3 2024

Nov 06, 2024
SELL
N/A
-2,738 Reduced 7.52%
33,648 $1.79 Billion
Q2 2024

Jul 23, 2024
SELL
N/A
-406 Reduced 1.1%
36,386 $1.51 Billion
Q1 2024

May 07, 2024
SELL
N/A
-259 Reduced 0.7%
36,792 $1.54 Billion
Q4 2023

May 07, 2024
BUY
N/A
37,051 New
37,051 $1.49 Billion
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