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  Fleet Boston Financial Corp (FBF)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2004   Q1 0 0.00 Sell 100.00% 2.07 SEC
2003   Q4 421,572 2.07 Add 0.27% <0.01 $43.65 $18,402,000 SEC
2003   Q3 420,451 1.75 Add 27.56% 0.38 $30.15 $12,677,000 SEC
2003   Q2 329,612 1.52 Add 3.01% 0.04 $29.71 $9,793,000 SEC
2003   Q1 319,972 1.51 Reduce 26.99% 0.46 $23.88 $7,641,000 SEC
2002   Q4 438,267 1.70 Reduce 6.99% 0.14 $24.30 $10,650,000 SEC
2002   Q3 471,197 2.02 Reduce 13.39% 0.40 $20.33 $9,579,000 SEC
2002   Q2 544,063 3.02 Add 1.28% 0.04 $32.35 $17,600,000 SEC
2002   Q1 537,193 2.92 Add 29.92% 0.67 $35.00 $18,802,000 SEC
2001   Q4 413,488 2.47 Add 13.82% 0.30 $36.50 $15,092,000 SEC
2001   Q3 363,278 2.63 Add 23.88% 0.51 $36.75 $13,350,000 SEC
2001   Q2 293,252 2.11 Add 1.18% 0.02 $39.45 $11,569,000 SEC
2001   Q1 289,826 2.11 Add 185.54% 1.37 $37.75 $10,941,000 SEC
2000   Q3 101,502 0.95 Buy 0.95 $39.00 $3,959,000 SEC