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  Broadcom Inc. (AVGO)
← All AVGO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,099 0.03 $309.51 $340,151 SEC
2025   Q4 1,099 0.03 Reduce 1.79% <0.01 $321.42–414.61 · VW $364.72i $380,364 SEC
2025   Q3 1,119 0.03 Add 2.47% <0.01 $262.66–374.23 · VW $310.27i $369,169 SEC
2025   Q2 1,092 0.03 Buy 0.03 $138.10–277.71 · VW $217.12i $301,010 SEC
2025   Q1 0 0.00 Sell 100.00% 0.03 $160.62–249.59 · VW $201.02i SEC
2024   Q4 1,060 0.03 Buy 0.03 $157.54–251.88 · VW $195.30i $245,750 SEC
Price snapshot:
Current price$384.05
Avg. buy price$276.96
+/- since buy38.67%
52-week low$267.62
52-week high$494.22