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  Dell Inc (DLCA)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2013   Q2 0 0.00 Sell 100.00% 2.28 SEC
2013   Q1 1,073,280 2.28 Reduce 7.62% 0.15 $14.33 $15,380,000 SEC
2012   Q4 1,161,862 1.93 Reduce 4.40% 0.08 $10.14 $11,781,000 SEC
2012   Q3 1,215,393 1.79 Reduce 5.91% 0.14 $9.86 $11,978,000 SEC
2012   Q2 1,291,668 2.34 Reduce 1.62% 0.05 $12.52 $16,172,000 SEC
2012   Q1 1,312,885 2.86 Reduce 10.11% 0.31 $16.59 $21,787,000 SEC
2011   Q4 1,460,553 3.06 Reduce 7.25% 0.24 $14.63 $21,368,000 SEC
2011   Q3 1,574,668 3.32 Reduce 3.78% 0.12 $14.15 $22,282,000 SEC
2011   Q2 1,636,480 3.19 Add 0.50% 0.02 $16.67 $27,280,000 SEC
2011   Q1 1,628,281 2.77 Add 0.99% 0.03 $14.51 $23,626,000 SEC
2010   Q4 1,612,251 2.76 Reduce 0.47% 0.01 $13.55 $21,846,000 SEC
2010   Q3 1,619,905 3.05 Reduce 22.54% 0.73 $12.97 $21,010,000 SEC
2010   Q2 2,091,265 3.26 Reduce 0.55% 0.02 $12.06 $25,221,000 SEC
2010   Q1 2,102,725 3.60 Reduce 3.71% 0.13 $15.02 $31,583,000 SEC
2009   Q4 2,183,631 3.39 Add 0.27% <0.01 $14.36 $31,357,000 SEC
2009   Q3 2,177,839 3.77 Reduce 1.01% 0.04 $15.26 $33,234,000 SEC
2009   Q2 2,200,150 4.06 Add 0.05% <0.01 $13.73 $30,208,000 SEC
2009   Q1 2,199,018 3.27 Reduce 0.07% <0.01 $9.48 $20,847,000 SEC
2008   Q4 2,200,493 2.95 Buy 2.95 $10.24 $22,533,000 SEC
2008   Q3 0 0.00 Sell 100.00% 4.84 SEC
2008   Q2 2,084,858 4.84 Reduce 1.84% 0.02 $21.88 $45,617,000 SEC
2008   Q1 2,123,938 1.23 Buy 1.23 $1.09 $2,309,000 SEC
2007   Q4 0 0.00 Sell 100.00% 1.41 SEC
2007   Q3 774,652 1.41 Add 14.01% 0.17 $27.60 $21,380,000 SEC
2007   Q2 679,489 1.25 Add 32.59% 0.31 $28.55 $19,399,000 SEC
2007   Q1 512,460 0.85 Buy 0.85 $23.21 $11,894,000 SEC
2005   Q2 0 0.00 Sell 100.00% 0.41 SEC
2005   Q1 37,286 0.41 Buy 0.41 $38.43 $1,433,000 SEC