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  Compugen Ltd (CGEN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 93,833 0.02 $2.13 $199,864 SEC
2025   Q4 93,833 0.01 $1.53 $143,564 SEC
2025   Q3 93,833 0.01 $1.47 $137,935 SEC
2025   Q2 93,833 0.02 $1.78 $167,023 SEC
2025   Q1 93,833 0.02 $1.46 $136,996 SEC
2024   Q4 93,833 0.02 $1.53 $143,564 SEC
2024   Q3 93,833 0.02 Add 3.30% <0.01 $1.81 $169,838 SEC
2024   Q2 90,833 0.02 $1.68 $153,000 SEC
2024   Q1 90,833 0.03 Reduce 17.17% <0.01 $2.58 $234,349 SEC
2023   Q4 109,656 0.03 $1.98 $217,119 SEC
2023   Q3 109,656 0.01 $0.93 $101,980 SEC
2023   Q2 109,656 0.02 $1.14 $125,008 SEC
2023   Q1 109,656 0.01 $0.70 $76,979 SEC
2022   Q4 109,656 0.01 Reduce 3.81% <0.01 $0.72 $78,952 SEC
2022   Q3 114,000 0.01 Add 18.75% <0.01 $0.66 $75,000 SEC
2022   Q2 96,000 0.03 Reduce 2.28% <0.01 $1.85 $178,000 SEC
2022   Q1 98,236 0.04 $3.22 $316,000 SEC
2021   Q4 98,236 0.05 Reduce 6.65% <0.01 $4.30 $422,000 SEC
2021   Q3 105,236 0.09 $5.97 $628,000 SEC
2021   Q2 105,236 0.13 Reduce 1.65% <0.01 $8.28 $871,000 SEC
2021   Q1 107,000 0.14 Add 1.42% <0.01 $8.59 $919,000 SEC
2020   Q4 105,500 0.22 Add 6.03% 0.01 $12.11 $1,278,000 SEC
2020   Q3 99,500 0.31 Add 4.19% 0.01 $16.25 $1,617,000 SEC
2020   Q2 95,500 0.27 Reduce 0.21% <0.01 $15.02 $1,434,000 SEC
2020   Q1 95,700 0.16 Add 1.27% <0.01 $7.26 $695,000 SEC
2019   Q4 94,500 0.09 $5.96 $563,000 SEC
2019   Q3 94,500 0.07 $4.23 $400,000 SEC
2019   Q2 94,500 0.07 Reduce 5.03% <0.01 $3.84 $363,000 SEC
2019   Q1 99,500 0.07 Reduce 4.78% <0.01 $4.14 $412,000 SEC
2018   Q4 104,500 0.04 Add 20.81% <0.01 $2.17 $227,000 SEC
2018   Q3 86,500 0.05 $3.85 $333,000 SEC
2018   Q2 86,500 0.05 $3.29 $285,000 SEC
2018   Q1 86,500 0.06 Add 2.37% <0.01 $4.45 $385,000 SEC
2017   Q4 84,500 0.03 Reduce 2.31% <0.01 $2.50 $211,000 SEC
2017   Q3 86,500 0.05 Add 1.17% <0.01 $3.80 $329,000 SEC
2017   Q2 85,500 0.06 $3.80 $325,000 SEC
2017   Q1 85,500 0.06 $4.30 $368,000 SEC
2016   Q4 85,500 0.07 $5.10 $436,000 SEC
2016   Q3 85,500 0.10 $6.30 $539,000 SEC
2016   Q2 85,500 0.11 $6.48 $554,000 SEC
2016   Q1 85,500 0.09 $5.58 $477,000 SEC
2015   Q4 85,500 0.11 $6.39 $546,000 SEC
2015   Q3 85,500 0.06 Add 0.59% <0.01 $5.17 $442,000 SEC
2015   Q2 85,000 0.07 $6.94 $590,000 SEC
2015   Q1 85,000 0.07 $7.05 $599,000 SEC
2014   Q4 85,000 0.08 Add 3.66% <0.01 $8.33 $708,000 SEC
2014   Q3 82,000 0.08 $8.57 $703,000 SEC
2014   Q2 82,000 0.08 Add 2.50% <0.01 $8.99 $737,000 SEC
2014   Q1 80,000 0.10 Reduce 5.88% <0.01 $10.51 $841,000 SEC
2013   Q4 85,000 0.09 Buy 0.09 $8.95 $761,000 SEC