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 Wellpoint Health Networks (502466Q)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2003 Q3 |
0 |
0.00 |
Sell 100.00%
|
0.14 |
|
|
SEC |
| 2003 Q2 |
10,975 |
0.14 |
Buy
|
0.14 |
$84.28 |
$925,000 |
SEC |
| 2003 Q1 |
0 |
0.00 |
Sell 100.00%
|
0.44 |
|
|
SEC |
| 2002 Q4 |
38,880 |
0.44 |
Buy
|
0.44 |
$71.17 |
$2,767,000 |
SEC |