David Katz - Matrix Asset Advisors
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  U.S. Bancorp (3346Q)
← All 3346Q superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2001   Q1 0 0.00 Sell 100.00% 0.57 SEC
2000   Q4 99,150 0.57 Add 29.44% 0.13 $29.19 $2,894,000 SEC
2000   Q3 76,600 0.42 Buy 0.42 $22.75 $1,743,000 SEC