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  Gap Inc. C (GAP)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2008   Q2 0 0.00 Sell 100.00% 2.89 SEC
2008   Q1 783,679 2.89 Buy 2.89 $6.92 $5,423,000 SEC
2007   Q4 0 0.00 Sell 100.00% 3.14 SEC
2007   Q3 2,578,830 3.14 Reduce 1.34% 0.04 $18.44 $47,554,000 SEC
2007   Q2 2,613,757 3.22 Add 10.22% 0.30 $19.10 $49,923,000 SEC
2007   Q1 2,371,327 2.93 Add 0.37% 0.01 $17.21 $40,811,000 SEC
2006   Q4 2,362,672 3.19 Reduce 4.24% 0.15 $19.50 $46,072,000 SEC
2006   Q3 2,467,253 3.44 Reduce 6.61% 0.22 $18.95 $46,754,000 SEC
2006   Q2 2,641,945 3.33 Reduce 5.84% 0.20 $17.40 $45,970,000 SEC
2006   Q1 2,805,669 3.47 Reduce 2.71% 0.09 $18.68 $52,410,000 SEC
2005   Q4 2,883,700 3.26 Reduce 1.38% 0.04 $17.64 $50,868,000 SEC
2005   Q3 2,924,012 3.17 Reduce 2.84% 0.10 $17.43 $50,966,000 SEC
2005   Q2 3,009,407 3.35 Buy 3.35 $19.75 $59,436,000 SEC
2005   Q1 0 0.00 Sell 100.00% 3.00 SEC
2004   Q4 1,914,483 3.00 Add 3.90% 0.11 $21.12 $40,434,000 SEC
2004   Q3 1,842,573 2.81 Buy 2.81 $18.65 $34,364,000 SEC
2004   Q1 0 0.00 Sell 100.00% 2.75 SEC
2003   Q4 1,054,130 2.75 Reduce 0.11% <0.01 $23.21 $24,466,000 SEC
2003   Q3 1,055,254 2.50 Add 4.08% 0.10 $17.12 $18,066,000 SEC
2003   Q2 1,013,849 2.95 Reduce 0.07% <0.01 $18.76 $19,020,000 SEC
2003   Q1 1,014,509 2.91 Reduce 0.04% <0.01 $14.49 $14,700,000 SEC
2002   Q4 1,014,944 2.51 Reduce 0.61% 0.01 $15.52 $15,752,000 SEC
2002   Q3 1,021,169 2.33 Add 9.84% 0.21 $10.85 $11,080,000 SEC
2002   Q2 929,669 2.26 Add 6.88% 0.15 $14.20 $13,201,000 SEC
2002   Q1 869,853 2.03 Add 35.84% 0.54 $15.04 $13,083,000 SEC
2001   Q4 640,372 1.46 Add 8.48% 0.11 $13.94 $8,927,000 SEC
2001   Q3 590,310 1.39 Add 332.06% 1.07 $11.95 $7,054,000 SEC
2001   Q2 136,628 0.72 Reduce 14.63% 0.11 $29.00 $3,962,000 SEC
2001   Q1 160,050 0.73 Buy 0.73 $23.72 $3,796,000 SEC