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  Gilead Sciences (GILD)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 1.65 SEC
2024   Q4 163,338 1.65 Reduce 10.09% 0.17 $92.37 $15,087,531 SEC
2024   Q3 181,662 1.69 Reduce 0.88% 0.01 $83.84 $15,230,542 SEC
2024   Q2 183,277 1.50 Reduce 41.17% 1.12 $68.61 $12,575,000 SEC
2024   Q1 311,545 2.73 Add 4.78% 0.12 $73.25 $22,820,671 SEC
2023   Q4 297,345 3.07 Reduce 2.14% 0.07 $81.01 $24,087,918 SEC
2023   Q3 303,854 3.24 Add 1.04% 0.03 $74.94 $22,770,819 SEC
2023   Q2 300,731 3.19 Reduce 6.79% 0.26 $77.07 $23,177,338 SEC
2023   Q1 322,625 3.87 Add 1.82% 0.07 $82.97 $26,768,196 SEC
2022   Q4 316,872 4.08 Reduce 3.41% 0.11 $85.85 $27,203,461 SEC
2022   Q3 328,052 3.32 Add 96.43% 1.63 $61.69 $20,238,000 SEC
2022   Q2 167,009 1.59 Reduce 53.99% 1.57 $61.81 $10,323,000 SEC
2022   Q1 362,989 2.90 Add 10.27% 0.27 $59.45 $21,580,000 SEC
2021   Q4 329,171 3.11 Reduce 6.38% 0.22 $72.61 $23,901,000 SEC
2021   Q3 351,616 3.46 Add 0.47% 0.02 $69.85 $24,560,000 SEC
2021   Q2 349,984 3.46 Reduce 0.21% <0.01 $68.86 $24,100,000 SEC
2021   Q1 350,715 3.38 Add 16.79% 0.49 $64.63 $22,667,000 SEC
2020   Q4 300,285 2.95 Add 8.83% 0.24 $58.26 $17,495,000 SEC
2020   Q3 275,931 3.39 Add 9.40% 0.29 $63.19 $17,436,000 SEC
2020   Q2 252,229 3.72 Reduce 13.85% 0.69 $76.94 $19,406,000 SEC
2020   Q1 292,780 4.98 Reduce 9.48% 0.33 $74.76 $21,888,000 SEC
2019   Q4 323,426 3.43 Add 10.88% 0.34 $64.98 $21,016,000 SEC
2019   Q3 291,699 3.29 Add 4.69% 0.15 $63.38 $18,488,000 SEC
2019   Q2 278,619 3.39 Reduce 6.15% 0.21 $67.56 $18,823,000 SEC
2019   Q1 296,876 3.35 Add 5.33% 0.17 $65.01 $19,300,000 SEC
2018   Q4 281,840 3.33 Add 1.24% 0.04 $62.55 $17,629,000 SEC
2018   Q3 278,396 3.49 Add 3.37% 0.11 $77.21 $21,495,000 SEC
2018   Q2 269,322 3.20 Add 8.04% 0.24 $70.84 $19,079,000 SEC
2018   Q1 249,276 3.13 Add 3.99% 0.12 $75.39 $18,793,000 SEC
2017   Q4 239,715 2.74 Add 7.24% 0.18 $71.64 $17,173,000 SEC
2017   Q3 223,537 2.99 Add 0.01% <0.01 $81.02 $18,111,000 SEC
2017   Q2 223,510 2.71 Add 4.11% 0.11 $70.78 $15,820,000 SEC
2017   Q1 214,695 2.56 Add 8.40% 0.20 $67.92 $14,582,000 SEC
2016   Q4 198,063 2.40 Add 7.08% 0.16 $71.61 $14,183,000 SEC
2016   Q3 184,959 2.58 Add 18.73% 0.41 $79.12 $14,634,000 SEC
2016   Q2 155,785 2.53 Add 18.12% 0.39 $83.42 $12,996,000 SEC
2016   Q1 131,884 2.39 Add 8.78% 0.19 $91.86 $12,115,000 SEC
2015   Q4 121,241 2.38 Reduce 29.48% 0.72 $101.19 $12,268,000 SEC
2015   Q3 171,919 2.43 Add 4.46% 0.10 $98.19 $16,881,000 SEC
2015   Q2 164,579 2.42 Reduce 6.52% 0.13 $117.08 $19,269,000 SEC
2015   Q1 176,065 2.00 Add 209.43% 1.35 $98.13 $17,277,000 SEC
2014   Q4 56,899 0.61 Add 32.00% 0.15 $94.25 $5,363,000 SEC
2014   Q3 43,106 0.53 Add 0.58% <0.01 $106.46 $4,589,000 SEC
2014   Q2 42,856 0.40 Buy 0.40 $82.91 $3,553,000 SEC