Ownership history in Koa Wealth Management, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which Koa Wealth Management, LLC reported a position in HOME DEPOT INC (HD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Koa Wealth Management, LLC underperformed the S&P 500 by β12.3% annually on this HD position. Timing score: 67% (4/6 decisions correct). Average cost basis: $341.98. Maximum drawdown during holding period: β14.5%.
β Significantly underperformed the S&P 500 by 12.3% ann.
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $341.81 (2025 Q4) Β· Worst: $359.82 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 5 trims. Bought during 1 of 3 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.54% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size