Back to STT-PG
Koa Wealth Management, LLC → STT-PG
Koa Wealth Management, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
7
Latest value
$3.2M
Q3 2026
Peak value
$3.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.3M |
| Q4 2025 | $1.9M |
| Q1 2026 | $2.1M |
| Q2 2026 | $792K |
| Q2 2026 | $2.1M |
| Q3 2026 | $858K |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 80.0K | — | — |
| Q3 2026 | $858K | 4.8K | — | — |
| Q2 2026 | $2.1M | 46.0K | — | — |
| Q2 2026 | $792K | 5.1K | — | — |
| Q1 2026 | $2.1M | 46.0K | — | — |
| Q4 2025 | $1.9M | 43.8K | — | — |
| Q3 2025 | $2.3M | 25.8K | — | — |