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  H.J. Heinz Company (HNZ)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2013   Q1 0 0.00 Sell 100.00% 0.16 SEC
2012   Q4 16,950 0.16 Add 0.77% <0.01 $57.70 $978,000 SEC
2012   Q3 16,820 0.14 Add 11.43% 0.01 $55.95 $941,000 SEC
2012   Q2 15,095 0.12 Add 6.60% <0.01 $54.39 $821,000 SEC
2012   Q1 14,160 0.10 Add 20.00% 0.02 $53.53 $758,000 SEC
2011   Q4 11,800 0.09 Add 12.38% <0.01 $54.07 $638,000 SEC
2011   Q3 10,500 0.08 Add 15.32% 0.01 $50.48 $530,000 SEC
2011   Q2 9,105 0.06 Add 22.79% 0.01 $53.27 $485,000 SEC
2011   Q1 7,415 0.04 Add 50.56% 0.01 $48.82 $362,000 SEC
2010   Q4 4,925 0.03 Buy 0.03 $49.54 $244,000 SEC
2002   Q2 0 0.00 Sell 100.00% 1.53 SEC
2002   Q1 237,260 1.53 Reduce 1.40% 0.02 $41.50 $9,846,000 SEC
2001   Q4 240,635 1.62 Add 3.52% 0.06 $41.12 $9,895,000 SEC
2001   Q3 232,460 1.93 Add 1.64% 0.03 $42.15 $9,798,000 SEC
2001   Q2 228,710 1.70 Add 4.97% 0.08 $40.89 $9,352,000 SEC
2001   Q1 217,885 1.69 Add 33.64% 0.43 $40.20 $8,759,000 SEC
2000   Q3 163,035 1.45 Add 346.00% 1.12 $37.06 $6,042,000 SEC
2000   Q2 36,555 0.63 Add 11.01% 0.06 $43.74 $1,599,000 SEC
2000   Q1 32,930 0.44 Buy 0.44 $34.86 $1,148,000 SEC