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  Wachovia Corp. (41018Q)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2001   Q3 0 0.00 Sell 100.00% 1.46 SEC
2001   Q2 112,440 1.46 Reduce 2.39% 0.03 $71.15 $8,000,000 SEC
2001   Q1 115,190 1.34 Add 120.10% 0.73 $60.25 $6,940,000 SEC
2000   Q3 52,335 0.71 Add 396.30% 0.57 $56.69 $2,967,000 SEC
2000   Q2 10,545 0.23 Reduce 31.68% 0.13 $54.24 $572,000 SEC
2000   Q1 15,435 0.40 $67.57 $1,043,000 SEC
1999   Q4 15,435 0.34 $68.03 $1,050,000 SEC
1999   Q3 15,435 0.45 Reduce 3.44% 0.02 $78.65 $1,214,000 SEC
1999   Q2 15,985 0.47 Reduce 5.89% 0.03 $85.58 $1,368,000 SEC
1999   Q1 16,985 0.55 $81.19 $1,379,000 SEC