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  AFLAC Inc. (AFL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 6,253 0.06 Add 0.16% <0.01 $109.72 $686,051 SEC
2025   Q4 6,243 0.06 Add 0.11% <0.01 $110.27 $688,391 SEC
2025   Q3 6,236 0.06 Add 0.23% <0.01 $111.69 $696,512 SEC
2025   Q2 6,222 0.07 Add 0.18% <0.01 $105.46 $656,167 SEC
2025   Q1 6,211 0.08 Add 0.16% <0.01 $111.19 $690,612 SEC
2024   Q4 6,201 0.07 $103.44 $641,431 SEC
2024   Q3 6,201 0.08 $111.80 $693,272 SEC
2024   Q2 6,201 0.07 $89.34 $554,000 SEC
2024   Q1 6,201 0.06 $85.86 $532,418 SEC
2023   Q4 6,201 0.07 $82.50 $511,583 SEC
2023   Q3 6,201 0.07 $76.75 $475,927 SEC
2023   Q2 6,201 0.06 $69.80 $432,830 SEC
2023   Q1 6,201 0.06 $64.52 $400,089 SEC
2022   Q4 6,201 0.07 $71.94 $446,100 SEC
2022   Q3 6,201 0.06 $56.12 $348,000 SEC
2022   Q2 6,201 0.05 $55.31 $343,000 SEC
2022   Q1 6,201 0.05 $64.34 $399,000 SEC
2021   Q4 6,201 0.05 $58.38 $362,000 SEC
2021   Q3 6,201 0.05 $52.09 $323,000 SEC
2021   Q2 6,201 0.05 $53.70 $333,000 SEC
2021   Q1 6,201 0.05 $51.12 $317,000 SEC
2020   Q4 6,201 0.05 $44.51 $276,000 SEC
2020   Q3 6,201 0.04 $36.28 $225,000 SEC
2020   Q2 6,201 0.04 $35.96 $223,000 SEC
2020   Q1 6,201 0.05 $34.19 $212,000 SEC
2019   Q4 6,201 0.05 $52.89 $328,000 SEC
2019   Q3 6,201 0.06 $52.25 $324,000 SEC
2019   Q2 6,201 0.06 $54.83 $340,000 SEC
2019   Q1 6,201 0.05 $49.99 $310,000 SEC
2018   Q4 6,201 0.05 $45.64 $283,000 SEC
2018   Q3 6,201 0.05 $47.09 $292,000 SEC
2018   Q2 6,201 0.04 Reduce 5.90% <0.01 $43.06 $267,000 SEC
2018   Q1 6,590 0.05 Add 100.00% 0.03 $43.70 $288,000 SEC
2017   Q4 3,295 0.05 $87.71 $289,000 SEC
2017   Q3 3,295 0.04 Reduce 15.40% <0.01 $81.34 $268,000 SEC
2017   Q2 3,895 0.05 $77.79 $303,000 SEC
2017   Q1 3,895 0.05 $72.40 $282,000 SEC
2016   Q4 3,895 0.05 $69.58 $271,000 SEC
2016   Q3 3,895 0.05 $71.89 $280,000 SEC
2016   Q2 3,895 0.05 $72.14 $281,000 SEC
2016   Q1 3,895 0.05 $63.16 $246,000 SEC
2015   Q4 3,895 0.05 $59.82 $233,000 SEC
2015   Q3 3,895 0.03 $58.02 $226,000 SEC
2015   Q2 3,895 0.03 $62.13 $242,000 SEC
2015   Q1 3,895 0.03 $63.93 $249,000 SEC
2014   Q4 3,895 0.03 $61.10 $238,000 SEC
2014   Q3 3,895 0.03 $58.28 $227,000 SEC
2014   Q2 3,895 0.03 $62.13 $242,000 SEC
2014   Q1 3,895 0.03 $63.16 $246,000 SEC
2013   Q4 3,895 0.03 $66.75 $260,000 SEC
2013   Q3 3,895 0.03 $61.87 $241,000 SEC
2013   Q2 3,895 0.03 $58.02 $226,000 SEC
2013   Q1 3,895 0.03 $52.12 $203,000 SEC
2012   Q4 3,895 0.03 Buy 0.03 $53.15 $207,000 SEC
2011   Q2 0 0.00 Sell 100.00% 0.02 SEC
2011   Q1 3,895 0.02 $52.89 $206,000 SEC
2010   Q4 3,895 0.03 $56.48 $220,000 SEC
2010   Q3 3,895 0.03 Buy 0.03 $51.60 $201,000 SEC
2010   Q2 0 0.00 Sell 100.00% 0.02 SEC
2010   Q1 3,895 0.02 Buy 0.02 $54.17 $211,000 SEC
2002   Q4 0 0.00 Sell 100.00% 0.26 SEC
2002   Q3 39,550 0.26 Reduce 6.72% 0.02 $30.70 $1,214,000 SEC
2002   Q2 42,400 0.23 Reduce 46.19% 0.17 $32.00 $1,357,000 SEC
2002   Q1 78,800 0.36 Add 49.67% 0.12 $29.51 $2,325,000 SEC
2001   Q4 52,650 0.21 Add 0.86% <0.01 $24.56 $1,293,000 SEC
2001   Q3 52,200 0.28 Add 30.58% 0.07 $26.99 $1,409,000 SEC
2001   Q2 39,975 0.23 Add 36.09% 0.06 $31.49 $1,259,000 SEC
2001   Q1 29,375 0.16 Buy 0.16 $27.54 $809,000 SEC