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  Vodafone Group PLC ADR (VODD)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2013   Q2 0 0.00 Sell 100.00% 1.59 SEC
2013   Q1 378,005 1.59 Reduce 46.53% 1.36 $28.40 $10,735,000 SEC
2012   Q4 706,936 2.92 Reduce 2.87% 0.09 $25.19 $17,808,000 SEC
2012   Q3 727,818 3.10 Reduce 6.32% 0.20 $28.50 $20,743,000 SEC
2012   Q2 776,888 3.16 Add 7.82% 0.23 $28.18 $21,893,000 SEC
2012   Q1 720,570 2.61 Add 55.65% 0.93 $27.67 $19,938,000 SEC
2011   Q4 462,945 1.86 Reduce 2.44% 0.04 $28.03 $12,976,000 SEC
2011   Q3 474,515 1.81 Add 17.41% 0.27 $25.65 $12,171,000 SEC
2011   Q2 404,155 1.26 Add 2,190.48% 1.21 $26.72 $10,799,000 SEC
2011   Q1 17,645 0.06 Add 91.48% 0.03 $28.73 $507,000 SEC
2010   Q4 9,215 0.03 Buy 0.03 $26.48 $244,000 SEC