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 Torchmark Corp. (TMJ)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2001 Q3 |
0 |
0.00 |
Sell 100.00%
|
0.16 |
|
|
SEC |
| 2001 Q2 |
22,325 |
0.16 |
Reduce 6.30%
|
0.01 |
$40.22 |
$898,000 |
SEC |
| 2001 Q1 |
23,827 |
0.18 |
Add 34.41%
|
0.05 |
$38.82 |
$925,000 |
SEC |
| 2000 Q3 |
17,727 |
0.12 |
Buy
|
0.12 |
$27.81 |
$493,000 |
SEC |