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  Consolidated Edison Inc (ED)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 1.11 SEC
2021   Q4 100,141 1.11 Reduce 21.29% 0.28 $85.32 $8,544,000 SEC
2021   Q3 127,232 1.30 Add 12.16% 0.14 $72.59 $9,236,000 SEC
2021   Q2 113,438 1.17 Add 3.22% 0.04 $71.72 $8,136,000 SEC
2021   Q1 109,901 1.23 Add 25.98% 0.25 $74.80 $8,221,000 SEC
2020   Q4 87,240 1.06 Add 25.04% 0.21 $72.27 $6,305,000 SEC
2020   Q3 69,772 1.06 Buy 1.06 $77.80 $5,428,000 SEC
2015   Q4 0 0.00 Sell 100.00% 0.27 SEC
2015   Q3 27,630 0.27 Reduce 30.27% 0.09 $66.85 $1,847,000 SEC
2015   Q2 39,626 0.29 Add 12.77% 0.03 $57.89 $2,294,000 SEC
2015   Q1 35,140 0.25 Reduce 11.93% 0.04 $61.01 $2,144,000 SEC
2014   Q4 39,899 0.30 Reduce 22.33% 0.08 $66.02 $2,634,000 SEC
2014   Q3 51,373 0.34 Add 5.17% 0.02 $56.66 $2,911,000 SEC
2014   Q2 48,847 0.32 Add 8.44% 0.02 $57.73 $2,820,000 SEC
2014   Q1 45,047 0.29 Add 4.14% 0.01 $53.66 $2,417,000 SEC
2013   Q4 43,258 0.29 Add 27.88% 0.06 $55.27 $2,391,000 SEC
2013   Q3 33,826 0.25 Add 7.71% 0.02 $55.14 $1,865,000 SEC
2013   Q2 31,404 0.26 Add 48.90% 0.09 $58.30 $1,831,000 SEC
2013   Q1 21,090 0.19 Add 22.33% 0.03 $61.02 $1,287,000 SEC
2012   Q4 17,240 0.16 Add 4.01% <0.01 $55.57 $958,000 SEC
2012   Q3 16,575 0.15 Add 9.15% 0.01 $59.91 $993,000 SEC
2012   Q2 15,185 0.14 Add 6.52% <0.01 $62.17 $944,000 SEC
2012   Q1 14,255 0.11 Add 21.47% 0.02 $58.44 $833,000 SEC
2011   Q4 11,735 0.10 Add 10.40% <0.01 $62.04 $728,000 SEC
2011   Q3 10,630 0.09 Add 9.08% <0.01 $57.01 $606,000 SEC
2011   Q2 9,745 0.06 Add 28.82% 0.01 $53.26 $519,000 SEC
2011   Q1 7,565 0.04 Add 53.76% 0.01 $50.76 $384,000 SEC
2010   Q4 4,920 0.03 Buy 0.03 $49.59 $244,000 SEC
1999   Q2 0 0.00 Sell 100.00% 0.10 SEC
1999   Q1 5,400 0.10 $45.37 $245,000 SEC