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  Comerica Inc. (CMA)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2005   Q1 0 0.00 Sell 100.00% 0.07 SEC
2004   Q4 15,490 0.07 Reduce 62.31% 0.12 $61.01 $945,000 SEC
2004   Q3 41,100 0.20 Buy 0.20 $59.34 $2,439,000 SEC
2004   Q1 0 0.00 Sell 100.00% 1.40 SEC
2003   Q4 222,027 1.40 Add 0.31% <0.01 $56.06 $12,447,000 SEC
2003   Q3 221,332 1.43 Add 11.36% 0.15 $46.60 $10,314,000 SEC
2003   Q2 198,757 1.44 Add 2.19% 0.03 $46.50 $9,242,000 SEC
2003   Q1 194,504 1.46 Reduce 9.44% 0.14 $37.88 $7,368,000 SEC
2002   Q4 214,779 1.48 Reduce 1.49% 0.03 $43.24 $9,287,000 SEC
2002   Q3 218,019 2.21 Reduce 15.69% 0.43 $48.22 $10,513,000 SEC
2002   Q2 258,596 2.72 Reduce 3.62% 0.09 $61.40 $15,878,000 SEC
2002   Q1 268,321 2.61 Reduce 0.80% 0.02 $62.57 $16,789,000 SEC
2001   Q4 270,484 2.54 Add 11.69% 0.27 $57.30 $15,499,000 SEC
2001   Q3 242,184 2.64 Add 2.80% 0.07 $55.40 $13,417,000 SEC
2001   Q2 235,577 2.47 Add 66.13% 0.98 $57.60 $13,569,000 SEC
2001   Q1 141,804 1.68 Add 40.36% 0.48 $61.50 $8,721,000 SEC
2000   Q3 101,031 1.42 Reduce 1.01% 0.02 $58.44 $5,904,000 SEC
2000   Q2 102,061 1.80 Add 10.79% 0.18 $44.88 $4,580,000 SEC
2000   Q1 92,118 1.46 Add 3.50% 0.05 $41.87 $3,857,000 SEC
1999   Q4 89,005 1.36 Add 79.55% 0.60 $46.68 $4,155,000 SEC
1999   Q3 49,570 0.94 Reduce 0.75% <0.01 $50.62 $2,509,000 SEC
1999   Q2 49,945 1.03 Add 0.30% <0.01 $59.45 $2,969,000 SEC
1999   Q1 49,795 1.24 $62.44 $3,109,000 SEC