David Katz Purchases and Sells in Q1 2024

Matrix Asset Advisors Inc

  • $835 Million
  • Q1 2024

Top Buys

Incresed Positions

38 operations
Stock Shares change Price Range Shares Held Trade History
70K
+ 42.82%
$75.94 - $86.1 $5.31M - $6.02M
233K $20.1M
50.4K
+ 339.26%
$90.65 - $99.39 $4.57M - $5.01M
65.2K $6.31M
11K
+ 28.1%
$236.39 - $289.74 $2.61M - $3.2M
50.3K $14.6M
44.2K
+ 23.5%
$54.97 - $63.91 $2.43M - $2.82M
232K $14.8M
28.3K
+ 14.34%
$56.13 - $66.99 $1.59M - $1.9M
226K $15.1M
46.9K
+ 8.13%
$39.91 - $44.7 $1.87M - $2.1M
624K $27.9M
View all

New Holdings

4 operations
Stock Shares change Price Range Shares Held Trade History
53.5K
New
$51.61 - $58.81 $2.76M - $3.15M
53.5K $3.14M
8.69K
New
$162.04 - $175.01 $1.41M - $1.52M
8.69K $1.52M
297
New
$592.2 - $792.28 $176K - $235K
297 $231K
721
New
$257.46 - $288.1 $186K - $208K
721 $207K

Top Sells

Reduced Positions

37 operations
Stock Shares change Price Range Shares Held Trade History
-37.8K
- 49.97%
N/A
37.8K $4.73M
-3.53K
- 5.64%
$202.92 - $215.96 $716K - $762K
59.1K $12.6M
-937
- 2.22%
$268.87 - $324.56 $252K - $304K
41.2K $11.7M
-2.11K
- 7.5%
$233.45 - $247.73 $492K - $522K
26K $6.42M
-7.41K
- 2.55%
$71.99 - $81.42 $533K - $603K
284K $22.6M
-42
- 3.7%
$179.84 - $251.76 $7.55K - $10.6K
1.09K $211K
View all
Activity Summary
Buys All Purchases 42 New Holdings 4 Increased Positions 38 Sells All Sells 37 Reductions 37 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.
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