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  American International Group I (AAIG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2008   Q3 0 0.00 Sell 100.00% 2.57 SEC
2008   Q2 917,047 2.57 Add 7.62% 0.18 $26.46 $24,265,000 SEC
2008   Q1 852,134 3.65 Buy 3.65 $8.04 $6,855,000 SEC
2007   Q4 0 0.00 Sell 100.00% 3.80 SEC
2007   Q3 849,461 3.80 Add 5.68% 0.20 $67.65 $57,466,000 SEC
2007   Q2 803,776 3.63 Add 3.24% 0.11 $70.03 $56,288,000 SEC
2007   Q1 778,555 3.75 Add 2.53% 0.09 $67.22 $52,334,000 SEC
2006   Q4 759,333 3.77 Reduce 1.57% 0.06 $71.66 $54,414,000 SEC
2006   Q3 771,483 3.76 Reduce 9.88% 0.36 $66.26 $51,118,000 SEC
2006   Q2 856,022 3.67 Reduce 0.71% 0.03 $59.05 $50,548,000 SEC
2006   Q1 862,102 3.77 Reduce 2.66% 0.10 $66.09 $56,976,000 SEC
2005   Q4 885,692 3.88 Reduce 10.51% 0.40 $68.23 $60,431,000 SEC
2005   Q3 989,759 3.82 Reduce 10.75% 0.39 $61.96 $61,325,000 SEC
2005   Q2 1,108,982 3.63 Buy 3.63 $58.10 $64,432,000 SEC
2005   Q1 0 0.00 Sell 100.00% 3.35 SEC
2004   Q4 687,001 3.35 Add 14.32% 0.42 $65.67 $45,115,000 SEC
2004   Q3 600,957 3.34 Buy 3.34 $67.99 $40,859,000 SEC
2004   Q1 0 0.00 Sell 100.00% 3.23 SEC
2003   Q4 433,609 3.23 Add 12.57% 0.36 $66.28 $28,740,000 SEC
2003   Q3 385,187 3.08 Add 24.20% 0.60 $57.70 $22,225,000 SEC
2003   Q2 310,145 2.66 Add 94.68% 1.29 $55.18 $17,114,000 SEC
2003   Q1 159,309 1.56 Reduce 55.82% 1.85 $49.45 $7,878,000 SEC
2002   Q4 360,573 3.32 Add 21.83% 0.59 $57.85 $20,859,000 SEC
2002   Q3 295,959 3.41 Reduce 3.82% 0.14 $54.70 $16,189,000 SEC
2002   Q2 307,710 3.60 Reduce 3.68% 0.13 $68.23 $20,995,000 SEC
2002   Q1 319,456 3.58 Add 11.28% 0.36 $72.14 $23,046,000 SEC
2001   Q4 287,065 3.73 Add 1.32% 0.05 $79.40 $22,793,000 SEC
2001   Q3 283,331 4.35 Add 8.37% 0.34 $78.00 $22,100,000 SEC
2001   Q2 261,442 4.05 Reduce 3.86% 0.16 $85.01 $22,225,000 SEC
2001   Q1 271,940 4.21 Add 30.72% 0.99 $80.50 $21,891,000 SEC
2000   Q3 208,036 4.78 Add 6,983.28% 4.71 $95.69 $19,906,000 SEC
2000   Q2 2,937 0.14 Add 23.66% 0.03 $117.47 $345,000 SEC
2000   Q1 2,375 0.10 Reduce 32.20% 0.04 $109.47 $260,000 SEC
1999   Q4 3,503 0.12 Reduce 0.37% <0.01 $108.19 $379,000 SEC
1999   Q3 3,516 0.11 Add 24.90% 0.02 $87.03 $306,000 SEC
1999   Q2 2,815 0.11 Add 4.57% <0.01 $117.23 $330,000 SEC
1999   Q1 2,692 0.13 $120.73 $325,000 SEC