Number of Shares
1,025.00
Current Holdings Value*
$1.89 Mil
% of Portfolio
1.53%
Total Estimate Gain
$-299,177.00
% of Total Estimate Gain
-15.76%

Koa Wealth Management, LLC's Fair Isaac Corp Holding Summary

As of 2025-03-31, Koa Wealth Management, LLC held 1,025.00 shares of Fair Isaac Corp(FICO), totaling $1.89 Mil. This investment constitutes 1.53% of their stock portfolio, and Koa Wealth Management, LLC now holds 0% of the outstanding Fair Isaac Corp(FICO) stock.

The initial trade took place in 2025Q1. And since then Koa Wealth Management, LLC has made 1 purchases of FICO, at an average price of $1,851.88, for a total of 1,025.00 shares. Based on historical transaction data and FICO's current price of $1560.00, Koa Wealth Management, LLC's estimated gain on his FICO holdings is $-299,177.00, reflecting a -15.76% gain to date.

Koa Wealth Management, LLC FICO ($1560.00) Holding Chart

Koa Wealth Management, LLC FICO ($1560.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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