KWM
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Koa Wealth Management’s Fair Isaac FICO Stock Holding History

Koa Wealth Management’s Portfolio FICO Stock Details FICO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.25M Buy
1,777
+752
+73% +$1.37M 2.58% 12
2025
Q1 		$1.89M Buy
+1,025
New +$1.89M 1.53% 22