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  Analog Devices (ADI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2012   Q1 0 0.00 Sell 100.00% 2.95 SEC
2011   Q4 574,991 2.95 Reduce 6.49% 0.19 $35.78 $20,573,000 SEC
2011   Q3 614,891 2.87 Add 2.48% 0.07 $31.25 $19,215,000 SEC
2011   Q2 600,036 2.75 Reduce 1.48% 0.04 $39.14 $23,485,000 SEC
2011   Q1 609,080 2.81 Reduce 6.77% 0.21 $39.38 $23,986,000 SEC
2010   Q4 653,322 3.11 Reduce 4.74% 0.15 $37.67 $24,611,000 SEC
2010   Q3 685,804 3.12 Reduce 22.57% 0.72 $31.38 $21,521,000 SEC
2010   Q2 885,715 3.19 Reduce 1.69% 0.05 $27.86 $24,676,000 SEC
2010   Q1 900,937 2.96 Reduce 5.03% 0.16 $28.82 $25,965,000 SEC
2009   Q4 948,670 3.24 Add 1.44% 0.05 $31.58 $29,959,000 SEC
2009   Q3 935,190 2.92 Reduce 2.89% 0.09 $27.58 $25,793,000 SEC
2009   Q2 963,012 3.20 Add 0.35% 0.01 $24.78 $23,863,000 SEC
2009   Q1 959,607 2.90 Reduce 17.24% 0.50 $19.27 $18,492,000 SEC
2008   Q4 1,159,437 2.89 Buy 2.89 $19.02 $22,052,000 SEC
2008   Q3 0 0.00 Sell 100.00% 3.94 SEC
2008   Q2 1,170,593 3.94 Reduce 3.46% 0.11 $31.77 $37,190,000 SEC
2008   Q1 1,212,523 3.08 Buy 3.08 $4.78 $5,794,000 SEC
2007   Q4 0 0.00 Sell 100.00% 1.48 SEC
2007   Q3 620,725 1.48 Add 33.12% 0.37 $36.16 $22,445,000 SEC
2007   Q2 466,306 1.13 Add 6.42% 0.07 $37.64 $17,552,000 SEC
2007   Q1 438,186 1.08 Add 251.78% 0.77 $34.49 $15,113,000 SEC
2006   Q4 124,563 0.28 Buy 0.28 $32.87 $4,094,000 SEC
2000   Q3 0 0.00 Sell 100.00% 0.08 SEC
2000   Q2 2,632 0.08 Reduce 39.24% 0.05 $75.99 $200,000 SEC
2000   Q1 4,332 0.13 Add 100.00% 0.07 $80.56 $349,000 SEC
1999   Q4 2,166 0.07 Buy 0.07 $92.80 $201,000 SEC