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  Motorola Inc (6686)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2002   Q4 0 0.00 Sell 100.00% 0.16 SEC
2002   Q3 76,831 0.16 Reduce 78.89% 0.72 $10.18 $782,000 SEC
2002   Q2 363,996 0.91 Reduce 41.39% 0.57 $14.59 $5,311,000 SEC
2002   Q1 621,069 1.37 Add 30.91% 0.32 $14.20 $8,819,000 SEC
2001   Q4 474,434 1.17 Reduce 10.76% 0.18 $15.02 $7,126,000 SEC
2001   Q3 531,634 1.63 Add 4.17% 0.07 $15.60 $8,293,000 SEC
2001   Q2 510,372 1.54 Reduce 0.31% <0.01 $16.56 $8,452,000 SEC
2001   Q1 511,950 1.41 Add 100.90% 0.71 $14.26 $7,300,000 SEC
2000   Q3 254,830 1.73 Add 3.51% 0.06 $28.25 $7,199,000 SEC
2000   Q2 246,180 2.81 Add 268.95% 2.05 $29.06 $7,155,000 SEC
2000   Q1 66,725 3.70 Reduce 22.57% 0.94 $146.00 $9,742,000 SEC
1999   Q4 86,175 4.15 Reduce 1.15% 0.03 $147.25 $12,689,000 SEC
1999   Q3 87,175 2.86 Reduce 0.71% 0.02 $88.00 $7,671,000 SEC
1999   Q2 87,800 2.87 Reduce 5.13% 0.14 $94.75 $8,319,000 SEC
1999   Q1 92,550 2.71 $73.25 $6,779,000 SEC