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  Lucent Technologies (2235894Q)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2006   Q1 0 0.00 Sell 100.00% 0.05 SEC
2005   Q4 291,628 0.05 Reduce 93.73% 0.88 $2.66 $776,000 SEC
2005   Q3 4,651,141 0.94 Reduce 4.85% 0.04 $3.25 $15,116,000 SEC
2005   Q2 4,888,476 0.80 Buy 0.80 $2.91 $14,225,000 SEC
2005   Q1 0 0.00 Sell 100.00% 0.36 SEC
2004   Q4 1,293,435 0.36 Reduce 3.09% 0.01 $3.76 $4,863,000 SEC
2004   Q3 1,334,740 0.35 Buy 0.35 $3.17 $4,231,000 SEC
2004   Q1 0 0.00 Sell 100.00% 0.40 SEC
2003   Q4 1,255,109 0.40 Add 65.46% 0.16 $2.84 $3,565,000 SEC
2003   Q3 758,559 0.23 Reduce 1.68% <0.01 $2.16 $1,638,000 SEC
2003   Q2 771,482 0.24 Reduce 0.17% <0.01 $2.03 $1,566,000 SEC
2003   Q1 772,784 0.22 Reduce 0.89% <0.01 $1.47 $1,136,000 SEC
2002   Q4 779,709 0.16 Reduce 67.53% 0.26 $1.26 $982,000 SEC
2002   Q3 2,401,515 0.38 Add 9.82% 0.03 $0.76 $1,825,000 SEC
2002   Q2 2,186,812 0.62 Add 7.61% 0.04 $1.66 $3,630,000 SEC
2002   Q1 2,032,124 1.49 Add 71.40% 0.62 $4.73 $9,612,000 SEC
2001   Q4 1,185,594 1.22 Add 10.37% 0.11 $6.30 $7,469,000 SEC
2001   Q3 1,074,231 1.21 Add 66.24% 0.48 $5.73 $6,155,000 SEC
2001   Q2 646,207 0.73 Add 50.70% 0.25 $6.21 $4,013,000 SEC
2001   Q1 428,799 0.82 Buy 0.82 $9.97 $4,275,000 SEC
2000   Q1 0 0.00 Sell 100.00% 0.21 SEC
1999   Q4 8,431 0.21 Add 5.65% 0.01 $74.96 $632,000 SEC
1999   Q3 7,980 0.19 Reduce 7.84% 0.02 $64.91 $518,000 SEC
1999   Q2 8,659 0.20 Add 55.15% 0.07 $67.44 $584,000 SEC
1999   Q1 5,581 0.24 $108.05 $603,000 SEC