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  Colgate-Palmolive (CL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 2,383 0.02 Buy 0.02 $85.23 $203,103 SEC
2025   Q3 0 0.00 Sell 100.00% 0.02 SEC
2025   Q2 2,383 0.02 Reduce 6.51% <0.01 $90.90 $216,615 SEC
2025   Q1 2,549 0.03 Reduce 1.32% <0.01 $93.70 $238,841 SEC
2024   Q4 2,583 0.03 $90.91 $234,821 SEC
2024   Q3 2,583 0.03 Reduce 0.65% <0.01 $103.81 $268,141 SEC
2024   Q2 2,600 0.03 $96.92 $252,000 SEC
2024   Q1 2,600 0.03 Reduce 1.89% <0.01 $90.05 $234,130 SEC
2023   Q4 2,650 0.03 Buy 0.03 $79.71 $211,232 SEC
2023   Q3 0 0.00 Sell 100.00% 0.03 SEC
2023   Q2 2,650 0.03 Buy 0.03 $77.04 $204,156 SEC
2023   Q1 0 0.00 Sell 100.00% 0.03 SEC
2022   Q4 2,650 0.03 Buy 0.03 $78.79 $208,794 SEC
2022   Q3 0 0.00 Sell 100.00% 0.03 SEC
2022   Q2 2,650 0.03 $80.00 $212,000 SEC
2022   Q1 2,650 0.03 $75.85 $201,000 SEC
2021   Q4 2,650 0.03 $85.28 $226,000 SEC
2021   Q3 2,650 0.03 $75.47 $200,000 SEC
2021   Q2 2,650 0.03 $81.51 $216,000 SEC
2021   Q1 2,650 0.03 $78.87 $209,000 SEC
2020   Q4 2,650 0.04 $85.66 $227,000 SEC
2020   Q3 2,650 0.04 Buy 0.04 $76.98 $204,000 SEC
2018   Q1 0 0.00 Sell 100.00% 0.03 SEC
2017   Q4 2,725 0.03 Buy 0.03 $75.60 $206,000 SEC
2017   Q3 0 0.00 Sell 100.00% 0.03 SEC
2017   Q2 2,725 0.03 Reduce 1.80% <0.01 $74.13 $202,000 SEC
2017   Q1 2,775 0.04 Buy 0.04 $73.15 $203,000 SEC
2016   Q4 0 0.00 Sell 100.00% 0.04 SEC
2016   Q3 2,775 0.04 $74.23 $206,000 SEC
2016   Q2 2,775 0.04 Buy 0.04 $73.15 $203,000 SEC
2005   Q2 0 0.00 Sell 100.00% 0.20 SEC
2005   Q1 13,709 0.20 Buy 0.20 $52.16 $715,000 SEC
2001   Q4 0 0.00 Sell 100.00% 0.04 SEC
2001   Q3 3,442 0.04 Reduce 12.68% <0.01 $58.40 $201,000 SEC
2001   Q2 3,942 0.04 Buy 0.04 $59.11 $233,000 SEC
2001   Q1 0 0.00 Sell 100.00% 0.05 SEC
2000   Q3 4,800 0.05 $47.29 $227,000 SEC
2000   Q2 4,800 0.11 $59.79 $287,000 SEC
2000   Q1 4,800 0.10 $56.46 $271,000 SEC
1999   Q4 4,800 0.10 $65.00 $312,000 SEC
1999   Q3 4,800 0.08 Add 100.00% 0.04 $45.83 $220,000 SEC
1999   Q2 2,400 0.08 Reduce 1.03% <0.01 $98.33 $236,000 SEC
1999   Q1 2,425 0.09 $91.96 $223,000 SEC