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  PriceSmart, Inc. (PSMT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2002   Q3 0 0.00 Sell 100.00% 0.05 SEC
2002   Q2 8,050 0.05 $38.51 $310,000 SEC
2002   Q1 8,050 0.05 $36.40 $293,000 SEC
2001   Q4 8,050 0.05 $35.03 $282,000 SEC
2001   Q3 8,050 0.06 $35.03 $282,000 SEC
2001   Q2 8,050 0.06 $43.48 $350,000 SEC
2001   Q1 8,050 0.06 $39.01 $314,000 SEC
2000   Q3 8,050 0.07 $38.63 $311,000 SEC
2000   Q2 8,050 0.12 $38.01 $306,000 SEC
2000   Q1 8,050 0.12 $40.87 $329,000 SEC
1999   Q4 8,050 0.10 Add 6.62% <0.01 $39.13 $315,000 SEC
1999   Q3 7,550 0.10 Add 24.79% 0.02 $36.56 $276,000 SEC
1999   Q2 6,050 0.07 Buy 0.07 $35.04 $212,000 SEC