Koa Wealth Management, LLC Sells in Q4 2024

Koa Wealth Management, LLC

  • $122 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IIPR
Innovative Industrial Properties Inc

Real Estate
-10.7K
- 25.14%
$66.64 - $135.61 $715K - $1.45M
31.9K $2.13B
STNE
Stone Co Ltd.

Technology
-87.7K
- 54.57%
$7.88 - $11.59 $691K - $1.02M
73K $582M
DHR
Danaher Corp

Healthcare
-220
- 1.33%
$226.16 - $274.52 $49.8K - $60.4K
16.3K $3.74B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-96
- 2.29%
$501.29 - $612.85 $48.1K - $58.8K
4.09K $2.13B
STZ
Constellation Brands, Inc.

Consumer Defensive
-137
- 1.28%
$219.66 - $257.62 $30.1K - $35.3K
10.5K $2.33B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-295
- 0.75%
$442.29 - $483.08 $130K - $143K
39.3K $17.8B
LOW
Lowes Companies Inc

Consumer Cyclical
-784
- 9.63%
$244.52 - $284.07 $192K - $223K
7.36K $1.82B
XLU
Utilities Sector Spdr

ETFs
-1.51K
- 4.03%
$74.89 - $82.93 $113K - $125K
36K $2.72B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.33K
- 47.62%
$57.53 - $60.83 $249K - $263K
4.76K $274M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-3.13K
- 7.21%
$57.38 - $61.11 $179K - $191K
40.2K $2.35B
CME
Cme Group Inc.

Financial Services
-1.3K
- 13.44%
$221.17 - $246.02 $287K - $319K
8.36K $1.94B
PAVE
Global X Fds Us Infrastructure

ETFs
-2.97K
- 8.31%
$40.41 - $45.95 $120K - $136K
32.8K $1.32B
URA
Global X Uranium ETF

ETFs
-356
- 0.51%
$26.78 - $33.46 $9.53K - $11.9K
69.1K $1.85B
PM
Philip Morris International Inc.

Consumer Defensive
-784
- 3.62%
$118.38 - $133.06 $92.8K - $104K
20.9K $2.51B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-389
- 4.22%
$89.81 - $104.0 $34.9K - $40.5K
8.83K $796M
HD
Home Depot, Inc.

Consumer Cyclical
-63
- 1.31%
$385.02 - $431.37 $24.3K - $27.2K
4.75K $1.85B
SPY
Spdr S&P 500 ETF Trust

ETFs
-107
- 21.27%
$567.81 - $607.81 $60.8K - $65K
396 $232M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-980
- 5.04%
$47.66 - $51.97 $46.7K - $50.9K
18.5K $900M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-137
- 13.2%
$481.22 - $538.17 $65.9K - $73.7K
901 $461M
MSFT
Microsoft Corp

Technology
-34
- 1.04%
$406.35 - $454.46 $13.8K - $15.5K
3.24K $1.37B
WM
Waste Management Inc

Industrials
-15
- 0.39%
$201.79 - $228.46 $3.03K - $3.43K
3.83K $773M
VIG
Vanguard Dividend Appreciation

ETFs
-68
- 1.76%
N/A
3.8K $745M
COST
Costco Wholesale Corp

Consumer Defensive
-33
- 9.14%
$873.59 - $994.69 $28.8K - $32.8K
328 $300M
WMT
Walmart Inc.

Consumer Defensive
-1.34K
- 11.33%
$79.1 - $95.7 $106K - $128K
10.5K $948M
BX
Blackstone Inc.

Financial Services
-1.85K
- 11.45%
$148.45 - $199.05 $274K - $367K
14.3K $2.46B
GPN
Global Payments Inc

Industrials
-1.64K
- 8.46%
$97.57 - $119.38 $160K - $196K
17.8K $1.99B
DXCM
Dexcom Inc

Healthcare
-170
- 4.51%
$65.68 - $81.01 $11.2K - $13.8K
3.6K $280M
MA
Mastercard Inc

Financial Services
-101
- 3.08%
$491.3 - $536.15 $49.6K - $54.2K
3.18K $1.67B
V
Visa Inc.

Financial Services
-1.08K
- 9.29%
$273.87 - $320.91 $296K - $347K
10.5K $3.33B
AAPL
Apple Inc.

Technology
-4.03K
- 5.67%
$221.69 - $259.02 $893K - $1.04M
67K $16.8B
RH
Rh

Consumer Cyclical
-399
- 4.38%
$311.9 - $446.04 $124K - $178K
8.71K $3.43B
AMZN
Amazon Com Inc

Consumer Cyclical
-584
- 3.23%
$180.88 - $232.93 $106K - $136K
17.5K $3.83B
GOOGL
Alphabet Inc.

Communication Services
-860
- 2.23%
$161.86 - $196.66 $139K - $169K
37.7K $7.14B
Activity Summary
Buys All Purchases 12 New Holdings 3 Increased Positions 9 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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