Koa Wealth Management, LLC's ownership history for WM

Koa Wealth Management, LLC currently holds 3.8K shares with a market value of $838.9K. It started holding WM on 2024-09-30. At its peak, it held 3.8K shares on 2024-09-30. Its highest holding value was $877.7K on 2025-03-31. At its lowest, it held 3.8K shares on 2025-06-30, with a value of $773.1K on 2024-12-31. In the recent 180 days, Koa Wealth Management, LLC has increased its shares by 8. In the recent year, Koa Wealth Management, LLC has decreased its shares by 47.