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  First Data Corp. (FDCP)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2007   Q3 0 0.00 Sell 100.00% 3.86 SEC
2007   Q2 1,832,865 3.86 Reduce 14.78% 0.61 $32.67 $59,880,000 SEC
2007   Q1 2,150,825 4.15 Add 9.43% 0.36 $26.90 $57,857,000 SEC
2006   Q4 1,965,490 3.47 Add 115.97% 1.86 $25.52 $50,159,000 SEC
2006   Q3 910,090 2.82 Add 105.03% 1.44 $42.00 $38,224,000 SEC
2006   Q2 443,885 1.45 Add 3.90% 0.05 $45.04 $19,993,000 SEC
2006   Q1 427,235 1.32 Add 0.06% <0.01 $46.82 $20,003,000 SEC
2005   Q4 426,960 1.18 Add 3.61% 0.04 $43.01 $18,364,000 SEC
2005   Q3 412,080 1.03 Add 42.06% 0.31 $40.00 $16,483,000 SEC
2005   Q2 290,065 0.66 Buy 0.66 $40.14 $11,643,000 SEC
2002   Q1 0 0.00 Sell 100.00% 1.54 SEC
2001   Q4 120,010 1.54 Reduce 25.02% 0.46 $78.45 $9,415,000 SEC
2001   Q3 160,065 1.83 Add 0.32% <0.01 $58.26 $9,325,000 SEC
2001   Q2 159,560 1.87 Reduce 7.58% 0.15 $64.35 $10,268,000 SEC
2001   Q1 172,650 1.98 Reduce 11.01% 0.20 $59.71 $10,309,000 SEC
2000   Q3 194,015 1.82 Add 3.46% 0.06 $39.06 $7,579,000 SEC
2000   Q2 187,520 3.66 Reduce 2.05% 0.07 $49.63 $9,306,000 SEC
2000   Q1 191,445 3.22 Reduce 16.15% 0.59 $44.37 $8,495,000 SEC
1999   Q4 228,310 3.68 Add 0.22% <0.01 $49.31 $11,259,000 SEC
1999   Q3 227,800 3.73 Reduce 0.91% 0.04 $43.88 $9,995,000 SEC
1999   Q2 229,900 3.89 Reduce 6.12% 0.26 $48.94 $11,251,000 SEC
1999   Q1 244,900 4.18 $42.75 $10,469,000 SEC