Koa Wealth Management, LLC V Holdings History
Koa Wealth Management, LLC's Visa Inc Holding Summary
As of 2025-03-31, Koa Wealth Management, LLC held 9,436.00 shares of Visa Inc(V), totaling $3.31 Mil. This investment constitutes 2.67% of their stock portfolio, and Koa Wealth Management, LLC now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2023Q4. And since then Koa Wealth Management, LLC has made 1 purchases of V, at an average price of $246.95, for a total of 12,016.00 shares. In addition, there have been 4 sales at an average price of $313.27 for 2,580.00 shares. Based on historical transaction data and V's current price of $351.86, Koa Wealth Management, LLC's estimated gain on his V holdings is $1.16 Mil, reflecting a 39.13% gain to date.
Koa Wealth Management, LLC V ($351.86) Holding Chart
Koa Wealth Management, LLC V ($351.86) 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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