Kozak & Associates, Inc. Purchases and Sells in Q1 2025

Kozak & Associates, Inc.

  • $410 Million
  • Q1 2025

Top Buys

Incresed Positions

163 operations
Stock Shares change Price Range Shares Held Trade History
19.8K
+ 3.6%
$96.9 - $104.39 $1.92M - $2.07M
570K $56.1M
3.44K
+ 3.26%
$137.61 - $149.68 $474K - $515K
109K $15.8M
391
+ 1.96%
$890.62 - $1076.86 $348K - $421K
20.3K $19.2M
7.93K
+ 3.03%
$74.6 - $84.81 $592K - $673K
270K $20.9M
6.82K
+ 6.69%
$127.48 - $142.0 $869K - $968K
109K $14.1M
53
+ 0.61%
$146.71 - $167.97 $7.78K - $8.9K
8.75K $1.46M
View all

New Holdings

68 operations
Stock Shares change Price Range Shares Held Trade History
324
New
$272.79 - $355.88 $88.4K - $115K
324 $107K
485
New
$108.02 - $120.45 $52.4K - $58.4K
485 $53K
254
New
$90.81 - $108.46 $23.1K - $27.5K
254 $23K
12
New
$1187.71 - $1432.58 $14.3K - $17.2K
12 $17K
50
New
$243.19 - $288.14 $12.2K - $14.4K
50 $14K
350
New
$26.93 - $31.32 $9.43K - $11K
350 $10K
View all

Top Sells

Reduced Positions

52 operations
Stock Shares change Price Range Shares Held Trade History
-42
- 0.06%
$551.42 - $612.93 $23.2K - $25.7K
72.3K $40.5M
-2.25K
- 96.35%
$54.04 - $92.95 $121K - $209K
85 $4K
-1.57K
- 9.37%
$59.97 - $70.03 $93.9K - $110K
15.1K $922K
-212
- 1.37%
$81.62 - $96.63 $17.3K - $20.5K
15.2K $1.27M
-87
- 7.4%
$377.84 - $464.11 $32.9K - $40.4K
1.09K $417K
-250
- 40.72%
$442.66 - $534.52 $111K - $134K
364 $191K
View all

Sold Out

5 operations
Stock Shares change Price Range Shares Held Trade History
-60
Closed
$254.58 - $302.92 $15.3K - $18.2K
0 $0
-136
Closed
$91.57 - $116.93 $12.5K - $15.9K
0 $0
-237
Closed
$49.04 - $56.53 $11.6K - $13.4K
0 $0
-515
Closed
$18.54 - $25.45 $9.55K - $13.1K
0 $0
-199
Closed
$51.74 - $60.16 $10.3K - $12K
0 $0
Activity Summary
Buys All Purchases 231 New Holdings 68 Increased Positions 163 Sells All Sells 57 Reductions 52 Sold out 5 Options Calls 0 Puts 0
Track This Portfolio

Track Kozak & Associates, Inc. Portfolio

Follow Kozak & Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kozak & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kozak & Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email