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  Viacom Inc New (VIAB)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2019   Q4 0 0.00 Sell 100.00% 1.93 SEC
2019   Q3 450,482 1.93 Add 66.83% 0.77 $24.03 $10,825,000 SEC
2019   Q2 270,020 1.45 Reduce 10.64% 0.16 $29.87 $8,065,000 SEC
2019   Q1 302,182 1.47 Add 9.79% 0.13 $28.07 $8,482,000 SEC
2018   Q4 275,239 1.34 Add 2.69% 0.04 $25.70 $7,074,000 SEC
2018   Q3 268,038 1.47 Reduce 0.32% <0.01 $33.76 $9,049,000 SEC
2018   Q2 268,894 1.36 Reduce 0.28% <0.01 $30.16 $8,110,000 SEC
2018   Q1 269,640 1.39 Add 0.42% <0.01 $31.06 $8,375,000 SEC
2017   Q4 268,499 1.32 Add 10.68% 0.13 $30.81 $8,272,000 SEC
2017   Q3 242,581 1.11 Reduce 0.64% <0.01 $27.84 $6,753,000 SEC
2017   Q2 244,155 1.41 Add 33.17% 0.35 $33.57 $8,196,000 SEC
2017   Q1 183,340 1.50 Add 5.27% 0.08 $46.62 $8,547,000 SEC
2016   Q4 174,156 1.04 Reduce 15.93% 0.22 $35.10 $6,113,000 SEC
2016   Q3 207,155 1.39 Reduce 1.86% 0.03 $38.10 $7,893,000 SEC
2016   Q2 211,080 1.70 Reduce 2.64% 0.05 $41.47 $8,753,000 SEC
2016   Q1 216,802 1.77 Add 1.89% 0.03 $41.28 $8,950,000 SEC
2015   Q4 212,789 1.70 Reduce 37.40% 0.79 $41.16 $8,758,000 SEC
2015   Q3 339,922 2.11 Add 176.68% 1.35 $43.15 $14,668,000 SEC
2015   Q2 122,859 1.00 Buy 1.00 $64.64 $7,942,000 SEC