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  Teva Pharmaceutical Industries Ltd. (TEVA)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2017   Q1 0 0.00 Sell 100.00% 1.60 SEC
2016   Q4 261,000 1.60 Add 0.67% 0.01 $36.25 $9,461,000 SEC
2016   Q3 259,258 2.10 Add 10.10% 0.19 $46.01 $11,928,000 SEC
2016   Q2 235,472 2.30 Add 2.24% 0.05 $50.23 $11,828,000 SEC
2016   Q1 230,302 2.43 Add 1.48% 0.04 $53.51 $12,323,000 SEC
2015   Q4 226,949 2.89 Reduce 34.84% 0.99 $65.64 $14,897,000 SEC
2015   Q3 348,299 2.83 Reduce 4.01% 0.11 $56.46 $19,665,000 SEC
2015   Q2 362,858 2.69 Reduce 1.42% 0.04 $59.10 $21,445,000 SEC
2015   Q1 368,103 2.65 Add 1.21% 0.03 $62.30 $22,933,000 SEC
2014   Q4 363,714 2.36 Add 0.07% <0.01 $57.51 $20,917,000 SEC
2014   Q3 363,462 2.27 Reduce 0.47% 0.01 $53.75 $19,536,000 SEC
2014   Q2 365,172 2.18 Reduce 1.43% 0.03 $52.42 $19,142,000 SEC
2014   Q1 370,477 2.34 Reduce 12.92% 0.27 $52.84 $19,576,000 SEC
2013   Q4 425,461 2.07 Reduce 5.58% 0.13 $40.08 $17,052,000 SEC
2013   Q3 450,614 2.30 Add 1.20% 0.03 $37.78 $17,024,000 SEC
2013   Q2 445,259 2.44 Reduce 1.20% 0.03 $39.20 $17,454,000 SEC
2013   Q1 450,680 2.65 Reduce 1.79% 0.05 $39.68 $17,883,000 SEC
2012   Q4 458,880 2.81 Add 4.85% 0.13 $37.34 $17,135,000 SEC
2012   Q3 437,650 2.71 Add 10.52% 0.26 $41.41 $18,123,000 SEC
2012   Q2 395,999 2.26 Add 31.48% 0.54 $39.44 $15,618,000 SEC
2012   Q1 301,183 1.78 Add 52.32% 0.61 $45.06 $13,571,000 SEC
2011   Q4 197,730 1.14 Reduce 2.21% 0.02 $40.36 $7,980,000 SEC
2011   Q3 202,195 1.12 Add 11.11% 0.11 $37.22 $7,526,000 SEC
2011   Q2 181,980 1.03 Buy 1.03 $48.22 $8,775,000 SEC
2007   Q4 0 0.00 Sell 100.00% 3.47 SEC
2007   Q3 1,179,434 3.47 Reduce 11.79% 0.42 $44.47 $52,449,000 SEC
2007   Q2 1,337,039 3.55 Add 1.29% 0.05 $41.25 $55,153,000 SEC
2007   Q1 1,320,010 3.54 Reduce 0.86% 0.02 $37.43 $49,408,000 SEC
2006   Q4 1,331,410 2.86 Buy 2.86 $31.08 $41,380,000 SEC
2005   Q2 0 0.00 Sell 100.00% 0.09 SEC
2005   Q1 10,580 0.09 Buy 0.09 $31.00 $328,000 SEC
2000   Q2 0 0.00 Sell 100.00% 0.99 SEC
2000   Q1 69,750 0.99 Add 54.06% 0.35 $37.32 $2,603,000 SEC
1999   Q4 45,275 1.06 Reduce 0.55% <0.01 $71.70 $3,246,000 SEC
1999   Q3 45,525 0.86 Add 1.05% <0.01 $50.30 $2,290,000 SEC
1999   Q2 45,050 0.76 Reduce 1.42% 0.01 $48.99 $2,207,000 SEC
1999   Q1 45,700 0.87 $47.44 $2,168,000 SEC