Number of Shares
2,019
Previous 2,008 0.55%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
N/A
11 Added 0.55%
2,019 $0
Q2 2024

Jul 05, 2024

BUY
N/A
53 Added 2.71%
2,008 $0
Q1 2024

May 17, 2024

BUY
N/A
126 Added 6.89%
1,955 $0
Q4 2023

Jan 17, 2024

BUY
N/A
72 Added 4.1%
1,829 $0
Q3 2023

Oct 17, 2023

BUY
N/A
55 Added 3.23%
1,757 $0
Q2 2023

Jul 05, 2023

SELL
N/A
-7 Reduced 0.41%
1,702 $0
Q1 2023

Apr 03, 2023

BUY
N/A
1,709 New
1,709 $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.