Koa Wealth Management, LLC Purchases and Sells in Q2 2025

Koa Wealth Management, LLC

$126 Billion
Q2 2025

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FICO	752 + 73.37%	$1503.62 - $2206.01 $1.13M - $1.66M	1.78K $3.25B
IIPR	8.05K + 13.37%	$48.03 - $58.9 $386K - $474K	68.2K $3.77B
AMZN	32 + 0.19%	$167.32 - $223.3 $5.35K - $7.15K	17.3K $3.79B
SHY	3.54K + 6.08%	$82.21 - $83.12 $291K - $294K	61.7K $5.11B
MBX BIOSCIENCES INC	12.4K + 63.7%	N/A	31.8K $362M
BX	90 + 0.53%	$120.07 - $151.11 $10.8K - $13.6K	17.2K $2.57B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BARRICK MNG CORP	68.8K New	N/A	68.8K $1.43B
PEP	7.5K New	$128.02 - $151.37 $960K - $1.14M	7.5K $990M
CL	9.25K New	$87.57 - $96.0 $810K - $888K	9.25K $841M
PG	4.82K New	$157.66 - $172.39 $761K - $832K	4.82K $769M
CNTB	49.6K New	$0.57 - $1.08 $28.3K - $53.6K	49.6K $48.6M

Top Sells

Reduced Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-23 - 0.04%	$172.42 - $223.89 $3.97K - $5.15K	61.8K $12.7B
AMT	-3K - 16.73%	$203.96 - $228.19 $612K - $685K	14.9K $3.3B
STZ	-629 - 3.52%	$160.0 - $195.62 $101K - $123K	17.2K $2.81B
XLU	-3.8K - 10.98%	$73.09 - $82.77 $278K - $315K	30.8K $2.52B
AZN	-994 - 3.65%	$64.87 - $75.0 $64.5K - $74.6K	26.3K $1.84B
CME	-694 - 9.59%	$252.37 - $290.71 $175K - $202K	6.54K $1.8B

Activity Summary All Purchases 23 New Holdings 5 Increased Positions 18 All Sells 25 Reductions 25 Sold out 0 Calls 0 Puts 0

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