Kozak & Associates, Inc. QQQ Holdings History
Kozak & Associates, Inc.'s INVESCO QQQ Trust Holding Summary
As of 2025-06-30, Kozak & Associates, Inc. held 73,592.00 shares of INVESCO QQQ Trust(QQQ), totaling $40.94 Mil. This investment constitutes 8.34% of their stock portfolio, and Kozak & Associates, Inc. now holds 0.01% of the outstanding INVESCO QQQ Trust(QQQ) stock.
The initial trade took place in 2020Q4. And since then Kozak & Associates, Inc. has made 9 purchases of QQQ, at an average price of $300.45, for a total of 91,490.00 shares. In addition, there have been 6 sales at an average price of $442.46 for 17,898.00 shares. Based on historical transaction data and QQQ's current price of $564.18, Kozak & Associates, Inc.'s estimated gain on his QQQ holdings is $21.95 Mil, reflecting a 79.85% gain to date.
Kozak & Associates, Inc. QQQ ($564.18) Holding Chart
Kozak & Associates, Inc. QQQ ($564.18) 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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