Koa Wealth Management, LLC FICO Holdings History
Number of Shares
1,025.00
Current Holdings Value*
$1.89 Mil
% of Portfolio
1.53%
Total Estimate Gain
$-328,256.25
% of Total Estimate Gain
-17.29%
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 $1531.63, Koa Wealth Management, LLC's estimated gain on his FICO holdings is $-328,256.25, reflecting a -17.29% gain to date.
Koa Wealth Management, LLC FICO ($1531.63) Holding Chart
Koa Wealth Management, LLC FICO ($1531.63) 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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