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  Alphabet Inc. CL C (GOOG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 143,865 3.79 Reduce 8.72% 0.39 $286.86 $41,269,125 SEC
2025   Q4 157,612 4.45 Reduce 1.86% 0.07 $313.80 $49,458,802 SEC
2025   Q3 160,604 3.63 Reduce 1.68% 0.05 $243.55 $39,115,177 SEC
2025   Q2 163,345 2.93 Add 2.61% 0.07 $177.39 $28,975,815 SEC
2025   Q1 159,189 2.74 Reduce 1.87% 0.06 $156.23 $24,870,074 SEC
2024   Q4 162,225 3.37 Reduce 1.01% 0.03 $190.44 $30,894,129 SEC
2024   Q3 163,875 3.05 Add 0.49% 0.01 $167.19 $27,398,261 SEC
2024   Q2 163,077 3.57 Reduce 0.96% 0.03 $183.42 $29,912,000 SEC
2024   Q1 164,655 3.00 Reduce 2.96% 0.09 $152.26 $25,070,370 SEC
2023   Q4 169,676 3.04 Reduce 1.41% 0.05 $140.93 $23,912,439 SEC
2023   Q3 172,099 3.23 Reduce 0.59% 0.02 $131.85 $22,691,253 SEC
2023   Q2 173,122 2.89 Reduce 0.76% 0.02 $120.97 $20,942,568 SEC
2023   Q1 174,444 2.62 Add 2.25% 0.06 $104.00 $18,142,176 SEC
2022   Q4 170,605 2.27 Add 0.30% <0.01 $88.73 $15,137,782 SEC
2022   Q3 170,095 2.68 Add 1,891.74% 2.55 $96.15 $16,355,000 SEC
2022   Q2 8,540 2.87 Add 0.47% 0.01 $2,187.47 $18,681,000 SEC
2022   Q1 8,500 3.19 Add 0.37% 0.01 $2,792.94 $23,740,000 SEC
2021   Q4 8,469 3.19 Reduce 0.95% 0.03 $2,893.61 $24,506,000 SEC
2021   Q3 8,550 3.21 Reduce 0.67% 0.02 $2,665.26 $22,788,000 SEC
2021   Q2 8,608 3.10 Reduce 2.55% 0.07 $2,506.39 $21,575,000 SEC
2021   Q1 8,833 2.73 Reduce 1.47% 0.04 $2,068.61 $18,272,000 SEC
2020   Q4 8,965 2.65 Reduce 3.28% 0.09 $1,751.92 $15,706,000 SEC
2020   Q3 9,269 2.65 Reduce 2.23% 0.06 $1,469.63 $13,622,000 SEC
2020   Q2 9,480 2.57 Reduce 3.66% 0.10 $1,413.61 $13,401,000 SEC
2020   Q1 9,840 2.60 Reduce 7.24% 0.17 $1,162.80 $11,442,000 SEC
2019   Q4 10,608 2.32 Reduce 2.12% 0.05 $1,337.01 $14,183,000 SEC
2019   Q3 10,838 2.35 Reduce 2.03% 0.04 $1,219.04 $13,212,000 SEC
2019   Q2 11,063 2.16 Reduce 12.64% 0.33 $1,080.90 $11,958,000 SEC
2019   Q1 12,663 2.58 Reduce 3.11% 0.08 $1,173.34 $14,858,000 SEC
2018   Q4 13,069 2.55 Reduce 0.92% 0.02 $1,035.66 $13,535,000 SEC
2018   Q3 13,191 2.55 Reduce 0.26% <0.01 $1,193.47 $15,743,000 SEC
2018   Q2 13,226 2.47 Reduce 3.01% 0.07 $1,115.68 $14,756,000 SEC
2018   Q1 13,637 2.34 Reduce 1.91% 0.04 $1,031.83 $14,071,000 SEC
2017   Q4 13,903 2.32 Reduce 2.56% 0.06 $1,046.39 $14,548,000 SEC
2017   Q3 14,268 2.26 Reduce 0.80% 0.02 $959.14 $13,685,000 SEC
2017   Q2 14,383 2.24 Reduce 1.13% 0.02 $908.71 $13,070,000 SEC
2017   Q1 14,547 2.12 Add 15.61% 0.29 $829.59 $12,068,000 SEC
2016   Q4 12,583 1.65 Add 147.79% 0.98 $771.84 $9,712,000 SEC
2016   Q3 5,078 0.70 Add 5.20% 0.03 $777.27 $3,947,000 SEC
2016   Q2 4,827 0.65 Buy 0.65 $692.15 $3,341,000 SEC