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  Hewlett-Packard Co. (6684)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2015   Q4 0 0.00 Sell 100.00% 2.18 SEC
2015   Q3 590,351 2.18 Add 0.31% <0.01 $25.61 $15,119,000 SEC
2015   Q2 588,508 2.22 Add 2.80% 0.06 $30.01 $17,661,000 SEC
2015   Q1 572,504 2.06 Add 16.88% 0.30 $31.16 $17,839,000 SEC
2014   Q4 489,810 2.22 Reduce 0.69% 0.01 $40.13 $19,656,000 SEC
2014   Q3 493,203 2.04 Add 0.70% 0.01 $35.47 $17,494,000 SEC
2014   Q2 489,756 1.88 Add 1.45% 0.03 $33.68 $16,495,000 SEC
2014   Q1 482,760 1.87 Add 1.57% 0.03 $32.36 $15,622,000 SEC
2013   Q4 475,309 1.61 Add 2.14% 0.03 $27.98 $13,299,000 SEC
2013   Q3 465,332 1.32 Add 91.74% 0.63 $20.99 $9,767,000 SEC
2013   Q2 242,687 0.84 Add 420.37% 0.68 $24.80 $6,019,000 SEC
2013   Q1 46,637 0.16 Buy 0.16 $23.84 $1,112,000 SEC
2012   Q4 0 0.00 Sell 100.00% 0.09 SEC
2012   Q3 35,117 0.09 $17.06 $599,000 SEC
2012   Q2 35,117 0.10 Reduce 11.80% 0.01 $20.10 $706,000 SEC
2012   Q1 39,817 0.12 Reduce 2.33% <0.01 $23.83 $949,000 SEC
2011   Q4 40,767 0.15 Reduce 2.25% <0.01 $25.76 $1,050,000 SEC
2011   Q3 41,707 0.14 Reduce 14.68% 0.03 $22.44 $936,000 SEC
2011   Q2 48,882 0.21 $36.39 $1,779,000 SEC
2011   Q1 48,882 0.23 Add 0.21% <0.01 $40.98 $2,003,000 SEC
2010   Q4 48,780 0.26 $42.11 $2,054,000 SEC
2010   Q3 48,780 0.30 Add 1.22% <0.01 $42.07 $2,052,000 SEC
2010   Q2 48,190 0.27 Buy 0.27 $43.29 $2,086,000 SEC
2002   Q4 0 0.00 Sell 100.00% 0.03 SEC
2002   Q3 10,227 0.03 Reduce 98.49% 1.75 $11.64 $119,000 SEC
2002   Q2 678,429 1.78 Add 10.64% 0.17 $15.28 $10,366,000 SEC
2002   Q1 613,195 1.71 Add 2.10% 0.04 $17.94 $11,001,000 SEC
2001   Q4 600,575 2.02 Add 34.74% 0.52 $20.54 $12,336,000 SEC
2001   Q3 445,730 1.41 Add 15.82% 0.19 $16.05 $7,154,000 SEC
2001   Q2 384,860 2.00 Add 20.26% 0.34 $28.60 $11,007,000 SEC
2001   Q1 320,010 1.93 Buy 1.93 $31.27 $10,007,000 SEC
2000   Q1 0 0.00 Sell 100.00% 0.20 SEC
1999   Q4 5,475 0.20 $113.79 $623,000 SEC
1999   Q3 5,475 0.19 $90.78 $497,000 SEC
1999   Q2 5,475 0.19 $100.46 $550,000 SEC
1999   Q1 5,475 0.15 $67.76 $371,000 SEC