Kozak & Associates, Inc. First Tr Value Line Divid Inde Transaction History

Kozak & Associates, Inc.

  • $430 Million
  • Q4 2024

Shares

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

Oct 17, 2024
SELL
$40.45 - $45.49 $25,523 - $28,704
-631 Closed
0 $0
Q2 2024

Jul 05, 2024
BUY
$39.94 - $42.43 $159 - $169
4 Added 0.64%
631 $25,000
Q1 2024

May 17, 2024
SELL
$39.94 - $42.23 $23,444 - $24,789
-587 Reduced 48.35%
627 $26,000
Q4 2023

Jan 17, 2024
SELL
$36.09 - $40.63 $6,207 - $6,988
-172 Reduced 12.41%
1,214 $49,000
Q3 2023

Oct 17, 2023
SELL
$37.39 - $41.11 $6,281 - $6,906
-168 Reduced 10.81%
1,386 $51,000
Q2 2023

Jul 05, 2023
SELL
$38.66 - $40.72 $5,064 - $5,334
-131 Reduced 7.77%
1,554 $62,000
Q1 2023

Apr 03, 2023
SELL
$38.43 - $41.37 $16,601 - $17,871
-432 Reduced 20.41%
1,685 $67,000
Q3 2022

Oct 12, 2022
SELL
$35.79 - $42.23 $10,092 - $11,908
-282 Reduced 11.75%
2,117 $76,000
Q2 2022

Oct 12, 2022
SELL
$37.24 - $43.02 $14,262 - $16,476
-383 Reduced 13.77%
2,399 $93,000
Q4 2021

Mar 11, 2022
BUY
$39.46 - $43.04 $591 - $645
15 Added 0.54%
2,782 $113,000
Q3 2021

Nov 16, 2021
BUY
$39.2 - $41.72 $108,466 - $115,439
2,767 New
2,767 $116,000

Others Institutions Holding FVD

# of Institutions
609
Shares Held
146M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR VALUE LINE DIVID INDE

FVD Quotes by TradingView
  • Ticker FVD
  • Sector ETFs
  • Industry ETFs
More about FVD
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.

Choose your preferred platform and Sign Up 👇 Telegram Email