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  Compaq Computer (680884Q)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2002   Q2 0 0.00 Sell 100.00% 1.21 SEC
2002   Q1 745,562 1.21 Add 4.49% 0.05 $10.45 $7,791,000 SEC
2001   Q4 713,537 1.14 Reduce 26.31% 0.42 $9.76 $6,964,000 SEC
2001   Q3 968,343 1.58 Add 34.48% 0.41 $8.31 $8,047,000 SEC
2001   Q2 720,063 2.01 Add 17.82% 0.30 $15.32 $11,031,000 SEC
2001   Q1 611,178 2.14 Add 104.75% 1.09 $18.20 $11,123,000 SEC
2000   Q3 298,503 1.98 Add 1.76% 0.03 $27.58 $8,233,000 SEC
2000   Q2 293,328 2.95 Add 64.69% 1.16 $25.56 $7,498,000 SEC
2000   Q1 178,113 1.83 Reduce 2.78% 0.05 $27.00 $4,809,000 SEC
1999   Q4 183,213 1.62 Add 54.01% 0.57 $27.06 $4,958,000 SEC
1999   Q3 118,963 1.02 Add 131.50% 0.58 $22.87 $2,721,000 SEC
1999   Q2 51,388 0.42 Add 751.08% 0.37 $23.68 $1,217,000 SEC
1999   Q1 6,038 0.08 $31.63 $191,000 SEC