Number of Shares
157,477.00
Current Holdings Value*
$25.65 Mil
% of Portfolio
5.23%
Total Estimate Gain
$31.42 Mil
% of Total Estimate Gain
472.80%

Kozak & Associates, Inc.'s NVIDIA Corp Holding Summary

As of 2025-06-30, Kozak & Associates, Inc. held 157,477.00 shares of NVIDIA Corp(NVDA), totaling $25.65 Mil. This investment constitutes 5.23% of their stock portfolio, and Kozak & Associates, Inc. now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2020Q4. And since then Kozak & Associates, Inc. has made 12 purchases of NVDA, at an average price of $26.81, for a total of 247,876.00 shares. In addition, there have been 3 sales at an average price of $120.73 for 90,399.00 shares. Based on historical transaction data and NVDA's current price of $172.41, Kozak & Associates, Inc.'s estimated gain on his NVDA holdings is $31.42 Mil, reflecting a 472.80% gain to date.

Kozak & Associates, Inc. NVDA ($172.41) Holding Chart

Kozak & Associates, Inc. NVDA ($172.41) 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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