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  Honeywell Int'l Inc. (HON)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 0.02 SEC
2024   Q4 909 0.02 Buy 0.02 $225.89 $205,334 SEC
2017   Q1 0 0.00 Sell 100.00% 0.04 SEC
2016   Q4 2,150 0.04 $115.81 $249,000 SEC
2016   Q3 2,150 0.04 Reduce 0.46% <0.01 $116.74 $251,000 SEC
2016   Q2 2,160 0.05 Reduce 0.46% <0.01 $116.20 $251,000 SEC
2016   Q1 2,170 0.05 Reduce 12.18% <0.01 $111.98 $243,000 SEC
2015   Q4 2,471 0.05 Buy 0.05 $103.60 $256,000 SEC
2015   Q3 0 0.00 Sell 100.00% 0.04 SEC
2015   Q2 3,005 0.04 Add 2.04% <0.01 $101.83 $306,000 SEC
2015   Q1 2,945 0.04 Reduce 3.13% <0.01 $104.24 $307,000 SEC
2014   Q4 3,040 0.03 Buy 0.03 $100.00 $304,000 SEC
2012   Q2 0 0.00 Sell 100.00% 0.05 SEC
2012   Q1 6,690 0.05 Add 26.58% 0.01 $60.99 $408,000 SEC
2011   Q4 5,285 0.04 Buy 0.04 $54.30 $287,000 SEC
2011   Q3 0 0.00 Sell 100.00% 0.03 SEC
2011   Q2 3,810 0.03 Add 10.60% <0.01 $59.58 $227,000 SEC
2011   Q1 3,445 0.02 Buy 0.02 $59.80 $206,000 SEC
2001   Q3 0 0.00 Sell 100.00% 0.04 SEC
2001   Q2 6,600 0.04 Buy 0.04 $35.00 $231,000 SEC