Number of Shares
4,849.00
Current Holdings Value*
$924,260.00
% of Portfolio
0.19%
Total Estimate Gain
$128,126.74
% of Total Estimate Gain
15.38%

Kozak & Associates, Inc.'s AbbVie Inc Holding Summary

As of 2025-06-30, Kozak & Associates, Inc. held 4,849.00 shares of AbbVie Inc(ABBV), totaling $924,260.00. This investment constitutes 0.19% of their stock portfolio, and Kozak & Associates, Inc. now holds 0% of the outstanding AbbVie Inc(ABBV) stock.

The initial trade took place in 2021Q3. And since then Kozak & Associates, Inc. has made 11 purchases of ABBV, at an average price of $162.10, for a total of 5,140.00 shares. In addition, there have been 3 sales at an average price of $149.85 for 291.00 shares. Based on historical transaction data and ABBV's current price of $189.26, Kozak & Associates, Inc.'s estimated gain on his ABBV holdings is $128,126.74, reflecting a 15.38% gain to date.

Kozak & Associates, Inc. ABBV ($189.26) Holding Chart

Kozak & Associates, Inc. ABBV ($189.26) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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