David Katz - Matrix Asset Advisors Inc
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 105
Portfolio value: $1,090,209,468
Holding/activity history for Wpp Plc New (WPP)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2018 Q1 |
0 |
0.00 |
Sell 100.00%
|
0.49 |
|
|
SEC |
| 2017 Q4 |
33,737 |
0.49 |
Add 16.57%
|
0.07 |
$90.55 |
$3,055,000 |
SEC |
| 2017 Q3 |
28,942 |
0.44 |
Buy
|
0.44 |
$92.81 |
$2,686,000 |
SEC |