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  Bausch & Lomb (BOL)
← All BOL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2002   Q1 0 0.00 Sell 100.00% 0.89 $3.75–4.75 · VW $4.06i SEC
2001   Q4 144,751 0.89 Reduce 0.82% <0.01 $3.50–5.00 · VW $4.37i $5,451,000 SEC
2001   Q3 145,947 0.81 Add 12.84% 0.09 $4.25–7.00 · VW $6.23i $4,130,000 SEC
2001   Q2 129,342 0.85 Reduce 35.48% 0.63 $3.40–7.00 · VW $5.12i $4,687,000 SEC
2001   Q1 200,475 1.76 Add 1.08% 0.02 $4.00–5.75 · VW $4.59i $9,154,000 SEC
2000   Q4 198,325 1.58 Reduce 19.00% 0.43 $5.50–6.75 · VW $5.93i $8,020,000 SEC
2000   Q3 244,850 2.29 Add 73.18% 0.97 $6.10–10.80 · VW $7.91i $9,534,000 SEC
2000   Q2 141,381 4.30 Add 3.08% 0.13 $9.00–12.75 · VW $10.91i $10,939,000 SEC
2000   Q1 137,151 2.72 Reduce 8.56% 0.29 $9.00–21.25 · VW $15.20i $7,158,000 SEC
1999   Q4 149,985 3.36 Add 12.85% 0.38 $1.50–19.00 · VW $10.32i $10,265,000 SEC
1999   Q3 132,910 3.27 Add 1.08% 0.04 $1.50–2.25 · VW $1.92i $8,764,000 SEC
1999   Q2 131,485 3.48 Reduce 4.69% 0.17 $1.50–2.25 · VW $1.92i $10,059,000 SEC
1999   Q1 137,960 3.58 $65.00 $8,967,000 SEC