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  Gartner Inc. (IT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q4 0 0.00 Sell 100.00% 0.02 SEC
2024   Q3 400 0.02 Buy 0.02 $506.76 $202,704 SEC
2001   Q4 0 0.00 Sell 100.00% 0.10 SEC
2001   Q3 54,000 0.10 Reduce 85.43% 0.63 $9.06 $489,000 SEC
2001   Q2 370,575 0.74 Reduce 0.39% <0.01 $11.00 $4,076,000 SEC
2001   Q1 372,025 0.48 Buy 0.48 $6.74 $2,507,000 SEC