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  Gen Digital Inc. (GEN)
← All GEN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q1 0 0.00 Sell 100.00% 1.06 $15.12–28.70 · VW $21.62i SEC
2019   Q4 254,892 1.06 Buy 1.06 $22.60–26.71 · VW $24.71i $6,505,000 SEC
Price snapshot:
Current price$26.16
52-week low$17.69
52-week high$31.60