David Katz Purchases and Sells in Q1 2025

Matrix Asset Advisors Inc

  • $854 Million
  • Q1 2025

Top Buys

Incresed Positions

42 operations
Stock Shares change Price Range Shares Held Trade History
73.6K
+ 114.22%
$142.64 - $156.42 $10.5M - $11.5M
138K $20.7M
38.3K
+ 11.82%
$79.84 - $94.5 $3.06M - $3.62M
362K $32.6M
4.29K
+ 4.61%
$258.59 - $327.36 $1.11M - $1.41M
97.3K $30.3M
24.7K
+ 171.68%
$222.66 - $268.42 $5.5M - $6.63M
39.1K $9.11M
50.6K
+ 62.28%
$68.44 - $87.93 $3.46M - $4.45M
132K $11.6M
40.9K
+ 45.3%
$98.98 - $113.18 $4.05M - $4.63M
131K $14.8M
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
59.2K
New
$103.65 - $142.5 $6.13M - $8.43M
59.2K $6.18M
23.4K
New
$126.65 - $164.06 $2.96M - $3.84M
23.4K $2.96M
19.6K
New
$27.01 - $28.54 $528K - $558K
19.6K $546K
1.52K
New
$192.82 - $222.1 $293K - $338K
1.52K $293K
1.36K
New
$117.15 - $158.79 $160K - $216K
1.36K $216K
EA SERIES TRUST
422K
New
N/A
422K $0
View all

Top Sells

Reduced Positions

42 operations
Stock Shares change Price Range Shares Held Trade History
-268K
- 49.02%
$58.74 - $64.87 $15.7M - $17.4M
278K $17.2M
-64.9K
- 62.4%
$169.2 - $216.66 $11M - $14.1M
39.1K $8.2M
-3.04K
- 1.87%
$156.06 - $207.71 $474K - $631K
159K $24.9M
-8.44K
- 22.22%
$576.36 - $736.67 $4.86M - $6.22M
29.5K $17M
-20.1K
- 7.16%
$111.68 - $141.08 $2.24M - $2.83M
260K $30.4M
-651
- 0.46%
$209.68 - $247.1 $137K - $161K
142K $31.6M
View all
Activity Summary
Buys All Purchases 48 New Holdings 6 Increased Positions 42 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
David Katz

David Katz

David Katz is the CEO and CIO of Matrix Asset Advisors, a financial services firm that provides asset management and investment advice to individuals and institutions. Katz has over 30 years of experience in the financial industry and is known for his expertise in value investing.
Track David Katz's portfolio
Track David Katz's Portfolio

Track David Katz Portfolio

Follow David Katz (Matrix Asset Advisors Inc) and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Matrix Asset Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Matrix Asset Advisors Inc and David Katz with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email