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  Alphabet Inc. (GOOGL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 3,922 0.10 Reduce 0.51% <0.01 $287.59 $1,127,939 SEC
2025   Q4 3,942 0.11 Reduce 0.13% <0.01 $313.03 $1,233,978 SEC
2025   Q3 3,947 0.09 Add 1.52% <0.01 $243.12 $959,612 SEC
2025   Q2 3,888 0.07 Add 17.57% 0.01 $176.25 $685,247 SEC
2025   Q1 3,307 0.06 Add 10.75% <0.01 $154.65 $511,444 SEC
2024   Q4 2,986 0.06 Reduce 2.48% <0.01 $189.30 $565,250 SEC
2024   Q3 3,062 0.06 Add 14.90% <0.01 $165.85 $507,833 SEC
2024   Q2 2,665 0.06 Add 8.11% <0.01 $181.99 $485,000 SEC
2024   Q1 2,465 0.04 $150.93 $372,042 SEC
2023   Q4 2,465 0.04 Reduce 1.99% <0.01 $139.69 $344,336 SEC
2023   Q3 2,515 0.05 Add 9.11% <0.01 $130.86 $329,113 SEC
2023   Q2 2,305 0.04 Reduce 6.68% <0.01 $119.70 $275,909 SEC
2023   Q1 2,470 0.04 Reduce 5.58% <0.01 $103.73 $256,213 SEC
2022   Q4 2,616 0.03 Add 13.74% <0.01 $88.23 $230,810 SEC
2022   Q3 2,300 0.04 Add 1,900.00% 0.04 $95.65 $220,000 SEC
2022   Q2 115 0.04 Add 0.88% <0.01 $2,182.61 $251,000 SEC
2022   Q1 114 0.04 Reduce 3.39% <0.01 $2,780.70 $317,000 SEC
2021   Q4 118 0.04 $2,898.31 $342,000 SEC
2021   Q3 118 0.04 Add 3.51% <0.01 $2,669.49 $315,000 SEC
2021   Q2 114 0.04 Reduce 1.72% <0.01 $2,438.60 $278,000 SEC
2021   Q1 116 0.04 Reduce 7.20% <0.01 $2,060.34 $239,000 SEC
2020   Q4 125 0.04 Buy 0.04 $1,752.00 $219,000 SEC