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  Covidien Plc (COV)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2011   Q2 0 0.00 Sell 100.00% 1.22 SEC
2011   Q1 200,108 1.22 Buy 1.22 $51.94 $10,394,000 SEC
2009   Q2 0 0.00 Sell 100.00% 2.71 SEC
2009   Q1 518,688 2.71 Reduce 2.83% 0.07 $33.24 $17,241,000 SEC
2008   Q4 533,811 2.53 Reduce 16.35% 1.01 $36.24 $19,345,000 SEC
2008   Q3 638,129 6.17 Reduce 37.58% 1.95 $53.76 $34,306,000 SEC
2008   Q2 1,022,289 5.19 Reduce 9.90% 0.01 $47.89 $48,957,000 SEC
2008   Q1 1,134,592 0.11 Buy 0.11 $0.18 $206,000 SEC
2007   Q4 0 0.00 Sell 100.00% 3.71 SEC
2007   Q3 1,352,470 3.71 Add 95.08% 1.81 $41.50 $56,128,000 SEC
2007   Q2 693,290 1.93 Buy 1.93 $43.10 $29,881,000 SEC