Koa Wealth Management’s StoneCo STNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-73,003
| Closed | -$582K | – | 52 |
|
|
2024
Q4 | $582K | Sell |
73,003
-87,706
| -55% | -$699K | 0.48% | 38 |
|
|
2024
Q3 | $1.81M | Buy |
160,709
+3,289
| +2% | +$37K | 1.4% | 25 |
|
|
2024
Q2 | $1.89M | Buy |
157,420
+105,943
| +206% | +$1.27M | 1.6% | 20 |
|
|
2024
Q1 | $855K | Buy |
51,477
+14,722
| +40% | +$245K | 0.77% | 35 |
|
|
2023
Q4 | $663K | Buy |
+36,755
| New | +$663K | 0.65% | 32 |
|