David Katz - Matrix Asset Advisors Inc
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 105
Portfolio value: $1,090,209,468
Holding/activity history for Golden West Financial (GDW)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 1999 Q3 |
0 |
0.00 |
Sell 100.00%
|
0.18 |
|
|
SEC |
| 1999 Q2 |
5,190 |
0.18 |
Reduce 63.19%
|
0.34 |
$98.07 |
$509,000 |
SEC |
| 1999 Q1 |
14,100 |
0.54 |
|
|
$95.53 |
$1,347,000 |
SEC |