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  Interpublic Group (IPG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2006   Q2 0 0.00 Sell 100.00% 1.76 SEC
2006   Q1 2,779,475 1.76 Add 17.19% 0.26 $9.56 $26,572,000 SEC
2005   Q4 2,371,815 1.47 Reduce 12.17% 0.24 $9.65 $22,888,000 SEC
2005   Q3 2,700,455 1.96 Reduce 7.49% 0.15 $11.64 $31,433,000 SEC
2005   Q2 2,919,105 2.00 Buy 2.00 $12.18 $35,555,000 SEC
2005   Q1 0 0.00 Sell 100.00% 1.52 SEC
2004   Q4 1,524,113 1.52 Add 23.12% 0.29 $13.40 $20,423,000 SEC
2004   Q3 1,237,893 1.07 Buy 1.07 $10.59 $13,109,000 SEC
2004   Q1 0 0.00 Sell 100.00% 0.52 SEC
2003   Q4 298,875 0.52 Add 676.60% 0.45 $15.60 $4,662,000 SEC
2003   Q3 38,485 0.08 Add 27.39% 0.02 $14.11 $543,000 SEC
2003   Q2 30,210 0.06 Reduce 92.69% 0.70 $13.37 $404,000 SEC
2003   Q1 413,058 0.76 Add 1.23% <0.01 $9.30 $3,841,000 SEC
2002   Q4 408,048 0.91 Reduce 20.50% 0.35 $14.08 $5,745,000 SEC
2002   Q3 513,263 1.71 Add 29.23% 0.39 $15.85 $8,135,000 SEC
2002   Q2 397,183 1.69 Add 37.38% 0.46 $24.76 $9,834,000 SEC
2002   Q1 289,113 1.54 Add 8.29% 0.12 $34.28 $9,911,000 SEC
2001   Q4 266,988 1.29 Add 11.05% 0.13 $29.54 $7,887,000 SEC
2001   Q3 240,428 0.96 Buy 0.96 $20.40 $4,905,000 SEC