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  Baxter International Inc. (BAX)
← All BAX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2005   Q3 0 0.00 Sell 100.00% 2.06 $19.79–22.31 · VW $21.25i SEC
2005   Q2 1,818,952 2.06 Reduce 26.19% 0.64 $18.14–20.76 · VW $19.68i $36,656,000 SEC
2005   Q1 2,464,302 2.44 Add 2.63% 0.06 $17.97–19.83 · VW $18.75i $45,485,000 SEC
2004   Q4 2,401,260 3.34 Add 1.11% 0.04 $15.94–18.89 · VW $17.87i $45,051,000 SEC
2004   Q3 2,374,811 3.39 Reduce 18.06% 0.78 $15.32–18.73 · VW $17.17i $41,485,000 SEC
2004   Q2 2,898,244 4.33 Reduce 4.33% 0.18 $16.46–18.92 · VW $18.04i $54,328,000 SEC
2004   Q1 3,029,434 4.15 Add 28.39% 0.92 $14.72–17.47 · VW $16.32i $50,831,000 SEC
2003   Q4 2,359,641 4.39 Add 20.47% 0.75 $14.24–17.01 · VW $15.94i $39,118,000 SEC
2003   Q3 1,958,690 4.28 Add 11.56% 0.44 $12.44–16.68 · VW $14.97i $30,918,000 SEC
2003   Q2 1,755,692 3.85 Add 11.37% 0.39 $9.88–14.51 · VW $12.84i $24,795,000 SEC
2003   Q1 1,576,489 3.15 Add 136.01% 1.81 $10.07–17.01 · VW $12.40i $15,962,000 SEC
2002   Q4 667,970 1.61 Buy 1.61 $13.07–17.94 · VW $15.41i $10,159,000 SEC
2000   Q1 0 0.00 Sell 100.00% 0.07 $14.05–18.40 · VW $16.49i SEC
1999   Q4 12,372 0.07 $17.06 $211,000 SEC
1999   Q3 12,372 0.08 $16.33 $202,000 SEC
1999   Q2 12,372 0.07 Add 3.70% <0.01 $16.23–18.71 · VW $17.13i $204,000 SEC
1999   Q1 11,930 0.09 $17.94 $214,000 SEC
Price snapshot:
Current price$22.57
52-week low$15.72
52-week high$29.10