David Katz - Matrix Asset Advisors Inc
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 105
Portfolio value: $1,090,209,468
Holding/activity history for PulteGroup Inc. (PHM)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2010 Q4 |
0 |
0.00 |
Sell 100.00%
|
0.04 |
|
|
SEC |
| 2010 Q3 |
32,550 |
0.04 |
Add 2.20%
|
<0.01 |
$8.76 |
$285,000 |
SEC |
| 2010 Q2 |
31,850 |
0.03 |
Buy
|
0.03 |
$8.29 |
$264,000 |
SEC |