Kozak & Associates, Inc. MSFT Holdings History
Kozak & Associates, Inc.'s Microsoft Corp Holding Summary
As of 2025-06-30, Kozak & Associates, Inc. held 53,670.00 shares of Microsoft Corp(MSFT), totaling $27.02 Mil. This investment constitutes 5.51% of their stock portfolio, and Kozak & Associates, Inc. now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q4. And since then Kozak & Associates, Inc. has made 14 purchases of MSFT, at an average price of $278.79, for a total of 58,426.00 shares. In addition, there have been 1 sales at an average price of $426.03 for 4,756.00 shares. Based on historical transaction data and MSFT's current price of $510.33, Kozak & Associates, Inc.'s estimated gain on his MSFT holdings is $13.13 Mil, reflecting a 80.59% gain to date.
Kozak & Associates, Inc. MSFT ($510.33) Holding Chart
Kozak & Associates, Inc. MSFT ($510.33) 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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