Koa Wealth Management, LLC BROOKFIELD CORP Transaction History

Koa Wealth Management, LLC

  • $146 Billion
  • Q4 2025
Number of Shares
48,593
Previous 24,512 98.24%
Holding current value
$2.23 Billion
Previous $1.68 Billion 32.65%
% of portfolio
1.53%
Previous 1.25%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 29, 2026
BUY
N/A
24,081 Added 98.24%
48,593 $2.23 Billion
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
Track This Portfolio

Track Koa Wealth Management, LLC Portfolio

Follow Koa Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Koa Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Koa Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email