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  Comcast Corp - CL A (AQ)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2007   Q3 0 0.00 Sell 100.00% 0.01 SEC
2007   Q2 7,969 0.01 Buy 0.01 $28.11 $224,000 SEC
2007   Q1 0 0.00 Sell 100.00% 0.02 SEC
2006   Q4 5,345 0.02 Buy 0.02 $42.28 $226,000 SEC
2006   Q3 0 0.00 Sell 100.00% 0.02 SEC
2006   Q2 7,122 0.02 Buy 0.02 $32.72 $233,000 SEC
2006   Q1 0 0.00 Sell 100.00% 0.01 SEC
2005   Q4 7,965 0.01 Add 0.99% <0.01 $25.86 $206,000 SEC
2005   Q3 7,887 0.01 Reduce 3.86% <0.01 $29.42 $232,000 SEC
2005   Q2 8,204 0.01 Add 2.42% <0.01 $30.72 $252,000 SEC
2005   Q1 8,010 0.08 Reduce 0.30% <0.01 $33.83 $271,000 SEC
2004   Q4 8,034 0.02 Buy 0.02 $33.23 $267,000 SEC