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  Countrywide Financial Corp (CFC)
← All CFC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2004   Q2 0 0.00 Sell 100.00% 0.03 $45.75–58.00 · VW $53.19i SEC
2004   Q1 3,400 0.03 Buy 0.03 $33.00–65.00 · VW $57.00i $326,000 SEC
2002   Q4 0 0.00 Sell 100.00% 0.11 $9.00–9.20 · VW $9.13i SEC
2002   Q3 10,620 0.11 Reduce 6.43% <0.01 $47.18 $501,000 SEC
2002   Q2 11,350 0.09 Reduce 14.02% 0.01 $48.28 $548,000 SEC
2002   Q1 13,200 0.09 Reduce 2.58% <0.01 $8.80–9.00 · VW $8.93i $591,000 SEC
2001   Q4 13,550 0.09 Add 1.12% <0.01 $8.00–9.35 · VW $8.55i $555,000 SEC
2001   Q3 13,400 0.12 Reduce 2.37% <0.01 $8.05–8.60 · VW $8.40i $589,000 SEC
2001   Q2 13,725 0.11 Reduce 3.85% <0.01 $8.45–9.70 · VW $8.67i $630,000 SEC
2001   Q1 14,275 0.14 Add 3.37% <0.01 $8.90–9.95 · VW $9.20i $704,000 SEC
2000   Q4 13,810 0.14 Add 30.16% 0.03 $9.20–14.00 · VW $10.31i $694,000 SEC
2000   Q3 10,610 0.10 Buy 0.10 $14.00–14.00 $401,000 SEC