Number of Shares
36,996.00
Current Holdings Value*
$5.72 Mil
% of Portfolio
4.62%
Total Estimate Gain
$1.96 Mil
% of Total Estimate Gain
37.06%

Koa Wealth Management, LLC's Alphabet Inc Holding Summary

As of 2025-03-31, Koa Wealth Management, LLC held 36,996.00 shares of Alphabet Inc(GOOGL), totaling $5.72 Mil. This investment constitutes 4.62% of their stock portfolio, and Koa Wealth Management, LLC now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.

The initial trade took place in 2023Q4. And since then Koa Wealth Management, LLC has made 1 purchases of GOOGL, at an average price of $134.50, for a total of 39,387.00 shares. In addition, there have been 4 sales at an average price of $173.25 for 2,391.00 shares. Based on historical transaction data and GOOGL's current price of $185.06, Koa Wealth Management, LLC's estimated gain on his GOOGL holdings is $1.96 Mil, reflecting a 37.06% gain to date.

Koa Wealth Management, LLC GOOGL ($185.06) Holding Chart

Koa Wealth Management, LLC GOOGL ($185.06) 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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