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  Automatic Data Processing Inc. (ADP)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 13,591 0.25 Buy 0.25 $203.18 $2,761,419 SEC
2025   Q1 0 0.00 Sell 100.00% 0.03 SEC
2024   Q4 1,090 0.03 Buy 0.03 $292.73 $319,076 SEC
2013   Q3 0 0.00 Sell 100.00% 0.13 SEC
2013   Q2 13,630 0.13 Reduce 2.05% <0.01 $68.89 $939,000 SEC
2013   Q1 13,915 0.13 Reduce 0.89% <0.01 $65.04 $905,000 SEC
2012   Q4 14,040 0.13 Add 2.37% <0.01 $56.91 $799,000 SEC
2012   Q3 13,715 0.12 Reduce 14.36% 0.02 $58.69 $805,000 SEC
2012   Q2 16,015 0.13 Add 5.61% <0.01 $55.64 $891,000 SEC
2012   Q1 15,165 0.11 Add 17.69% 0.02 $55.19 $837,000 SEC
2011   Q4 12,885 0.10 Add 10.65% <0.01 $54.02 $696,000 SEC
2011   Q3 11,645 0.08 Add 13.33% <0.01 $47.14 $549,000 SEC
2011   Q2 10,275 0.06 Add 23.05% 0.01 $52.65 $541,000 SEC
2011   Q1 8,350 0.05 Add 34.57% 0.01 $51.26 $428,000 SEC
2010   Q4 6,205 0.04 Buy 0.04 $46.25 $287,000 SEC
2004   Q1 0 0.00 Sell 100.00% 0.06 SEC
2003   Q4 13,848 0.06 Reduce 9.83% <0.01 $39.64 $549,000 SEC
2003   Q3 15,358 0.08 Reduce 1.41% <0.01 $35.88 $551,000 SEC
2003   Q2 15,578 0.08 Reduce 32.09% 0.04 $33.83 $527,000 SEC
2003   Q1 22,938 0.14 Buy 0.14 $30.78 $706,000 SEC
2002   Q3 0 0.00 Sell 100.00% 0.04 SEC
2002   Q2 5,233 0.04 Reduce 10.29% <0.01 $43.57 $228,000 SEC
2002   Q1 5,833 0.05 Reduce 32.43% 0.03 $58.29 $340,000 SEC
2001   Q4 8,633 0.08 Buy 0.08 $58.84 $508,000 SEC