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Koa Wealth Management, LLC → BLK
Koa Wealth Management, LLC BLK Position History
BlackRock, Inc. • Financial Services
Quarters held
5
Latest value
$5.7M
Q3 2026
Peak value
$6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.5M |
| Q4 2025 | $5.7M |
| Q1 2026 | $5.5M |
| Q2 2026 | $6M |
| Q3 2026 | $5.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.7M | 69.8K | — | — |
| Q2 2026 | $6M | 73.1K | — | — |
| Q1 2026 | $5.5M | 66.8K | — | — |
| Q4 2025 | $5.7M | 69.0K | — | — |
| Q3 2025 | $5.5M | 66.6K | — | — |