David Katz - Matrix Asset Advisors Inc
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  American Power Conversion (2307532Q)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2007   Q1 0 0.00 Sell 100.00% 2.39 SEC
2006   Q4 1,127,866 2.39 Reduce 50.51% 1.86 $30.59 $34,501,000 SEC
2006   Q3 2,278,811 3.69 Reduce 4.42% 0.15 $21.96 $50,043,000 SEC
2006   Q2 2,384,281 3.37 Add 8.85% 0.27 $19.49 $46,470,000 SEC
2006   Q1 2,190,350 3.35 Add 4.16% 0.13 $23.11 $50,619,000 SEC
2005   Q4 2,102,895 2.97 Add 13.24% 0.35 $22.00 $46,264,000 SEC
2005   Q3 1,856,982 3.00 Reduce 32.28% 1.18 $25.91 $48,114,000 SEC
2005   Q2 2,742,329 3.64 Buy 3.64 $23.59 $64,692,000 SEC
2005   Q1 0 0.00 Sell 100.00% 3.43 SEC
2004   Q4 2,158,895 3.43 Reduce 0.87% 0.03 $21.40 $46,200,000 SEC
2004   Q3 2,177,780 3.09 Buy 3.09 $17.39 $37,872,000 SEC
2004   Q1 0 0.00 Sell 100.00% 2.67 SEC
2003   Q4 968,614 2.67 Reduce 15.30% 0.42 $24.50 $23,731,000 SEC
2003   Q3 1,143,545 2.74 Add 8.34% 0.21 $17.30 $19,783,000 SEC
2003   Q2 1,055,555 2.56 Add 5.16% 0.13 $15.61 $16,477,000 SEC
2003   Q1 1,003,720 2.83 Reduce 6.96% 0.18 $14.24 $14,293,000 SEC
2002   Q4 1,078,760 2.60 Reduce 2.82% 0.06 $15.15 $16,343,000 SEC
2002   Q3 1,110,085 2.23 Add 5.64% 0.12 $9.56 $10,612,000 SEC
2002   Q2 1,050,790 2.27 Add 3.51% 0.08 $12.63 $13,271,000 SEC
2002   Q1 1,015,170 2.33 Add 17.60% 0.35 $14.78 $15,004,000 SEC
2001   Q4 863,275 2.04 Add 28.31% 0.45 $14.46 $12,483,000 SEC
2001   Q3 672,810 1.55 Add 18.89% 0.25 $11.68 $7,858,000 SEC
2001   Q2 565,900 1.62 Reduce 4.90% 0.07 $15.75 $8,913,000 SEC
2001   Q1 595,050 1.48 Buy 1.48 $12.89 $7,671,000 SEC