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  Air Products & Chemicals (APD)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 2.13 SEC
2023   Q4 61,099 2.13 Add 10.35% 0.20 $273.80 $16,728,906 SEC
2023   Q3 55,369 2.24 Add 0.34% <0.01 $283.40 $15,691,575 SEC
2023   Q2 55,179 2.28 Add 5.33% 0.12 $299.53 $16,527,766 SEC
2023   Q1 52,386 2.18 Reduce 13.97% 0.39 $287.21 $15,045,783 SEC
2022   Q4 60,892 2.81 Reduce 1.71% 0.04 $308.26 $18,770,568 SEC
2022   Q3 61,949 2.36 Add 25.81% 0.48 $232.72 $14,417,000 SEC
2022   Q2 49,241 1.82 Buy 1.82 $240.47 $11,841,000 SEC
2015   Q1 0 0.00 Sell 100.00% 0.20 SEC
2014   Q4 12,124 0.20 Reduce 4.89% <0.01 $144.26 $1,749,000 SEC
2014   Q3 12,747 0.19 Reduce 2.78% <0.01 $130.15 $1,659,000 SEC
2014   Q2 13,112 0.19 Reduce 34.84% 0.10 $128.58 $1,686,000 SEC
2014   Q1 20,123 0.29 Reduce 14.92% 0.05 $119.02 $2,395,000 SEC
2013   Q4 23,652 0.32 Add 24.81% 0.06 $111.79 $2,644,000 SEC
2013   Q3 18,950 0.27 Add 62.41% 0.10 $106.60 $2,020,000 SEC
2013   Q2 11,668 0.15 Buy 0.15 $91.53 $1,068,000 SEC