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  Wyndham Worldwide Corp (WD5)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2012   Q1 0 0.00 Sell 100.00% 0.28 SEC
2011   Q4 50,722 0.28 Reduce 2.09% <0.01 $37.83 $1,919,000 SEC
2011   Q3 51,807 0.22 $28.51 $1,477,000 SEC
2011   Q2 51,807 0.20 $33.64 $1,743,000 SEC
2011   Q1 51,807 0.19 $31.81 $1,648,000 SEC
2010   Q4 51,807 0.20 $29.96 $1,552,000 SEC
2010   Q3 51,807 0.21 Add 1.15% <0.01 $27.47 $1,423,000 SEC
2010   Q2 51,219 0.13 Buy 0.13 $20.15 $1,032,000 SEC