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  Alphabet Inc. (GOOG)
← All GOOG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 143,865 3.79 Reduce 8.72% 0.39 $271.54–350.15 · VW $312.92i $41,269,125 SEC
2025   Q4 157,612 4.45 Reduce 1.86% 0.07 $236.68–328.67 · VW $296.23i $49,458,802 SEC
2025   Q3 160,604 3.63 Reduce 1.68% 0.05 $173.88–256.70 · VW $210.05i $39,115,177 SEC
2025   Q2 163,345 2.93 Add 2.61% 0.07 $142.66–182.45 · VW $166.40i $28,975,815 SEC
2025   Q1 159,189 2.74 Reduce 1.87% 0.06 $152.21–208.70 · VW $179.29i $24,870,074 SEC
2024   Q4 162,225 3.37 Reduce 1.01% 0.03 $161.12–202.88 · VW $178.52i $30,894,129 SEC
2024   Q3 163,875 3.05 Add 0.49% 0.01 $148.20–193.31 · VW $167.76i $27,398,261 SEC
2024   Q2 163,077 3.57 Reduce 0.96% 0.03 $151.08–187.50 · VW $171.74i $29,912,000 SEC
2024   Q1 164,655 3.00 Reduce 2.96% 0.09 $131.55–155.20 · VW $144.24i $25,070,370 SEC
2023   Q4 169,676 3.04 Reduce 1.41% 0.05 $121.46–143.95 · VW $133.63i $23,912,439 SEC
2023   Q3 172,099 3.23 Reduce 0.59% 0.02 $115.83–139.93 · VW $131.48i $22,691,253 SEC
2023   Q2 173,122 2.89 Reduce 0.76% 0.02 $102.38–129.55 · VW $116.33i $20,942,568 SEC
2023   Q1 174,444 2.62 Add 2.25% 0.06 $85.57–108.82 · VW $97.51i $18,142,176 SEC
2022   Q4 170,605 2.27 Add 0.30% <0.01 $83.45–105.10 · VW $95.21i $15,137,782 SEC
2022   Q3 170,095 2.68 Reduce 0.41% 0.01 $96.03–123.26 · VW $109.79i $16,355,000 SEC
2022   Q2 170,800 2.87 Add 0.47% 0.01 $102.21–144.04 · VW $115.81i $18,681,000 SEC
2022   Q1 170,000 3.19 Add 0.37% 0.01 $124.64–152.10 · VW $136.53i $23,740,000 SEC
2021   Q4 169,380 3.19 Reduce 0.95% 0.03 $131.17–151.85 · VW $144.34i $24,506,000 SEC
2021   Q3 171,000 3.21 Reduce 0.67% 0.02 $124.85–146.82 · VW $137.43i $22,788,000 SEC
2021   Q2 172,160 3.10 Reduce 2.55% 0.07 $104.84–127.80 · VW $119.28i $21,575,000 SEC
2021   Q1 176,660 2.73 Reduce 1.47% 0.04 $84.95–107.63 · VW $98.43i $18,272,000 SEC
2020   Q4 179,300 2.65 Reduce 3.28% 0.09 $71.80–92.36 · VW $84.30i $15,706,000 SEC
2020   Q3 185,380 2.65 Reduce 2.23% 0.06 $70.33–86.66 · VW $76.94i $13,622,000 SEC
2020   Q2 189,600 2.57 Reduce 3.66% 0.10 $53.99–73.80 · VW $67.35i $13,401,000 SEC
2020   Q1 196,800 2.60 Reduce 7.24% 0.17 $50.68–76.61 · VW $64.93i $11,442,000 SEC
2019   Q4 212,160 2.32 Reduce 2.12% 0.05 $58.12–68.25 · VW $64.41i $14,183,000 SEC
2019   Q3 216,760 2.35 Reduce 2.03% 0.04 $54.69–63.28 · VW $59.80i $13,212,000 SEC
2019   Q2 221,260 2.16 Reduce 12.64% 0.33 $51.25–64.46 · VW $56.85i $11,958,000 SEC
2019   Q1 253,260 2.58 Reduce 3.11% 0.08 $50.70–61.59 · VW $56.31i $14,858,000 SEC
2018   Q4 261,380 2.55 Reduce 0.92% 0.02 $48.51–60.50 · VW $53.42i $13,535,000 SEC
2018   Q3 263,820 2.55 Reduce 0.26% <0.01 $54.69–63.69 · VW $60.00i $15,743,000 SEC
2018   Q2 264,520 2.47 Reduce 3.01% 0.07 $49.52–59.31 · VW $53.70i $14,756,000 SEC
2018   Q1 272,740 2.34 Reduce 1.91% 0.04 $49.03–59.34 · VW $54.53i $14,071,000 SEC
2017   Q4 278,060 2.32 Reduce 2.56% 0.06 $47.39–53.92 · VW $51.18i $14,548,000 SEC
2017   Q3 285,360 2.26 Reduce 0.80% 0.02 $44.74–49.31 · VW $46.81i $13,685,000 SEC
2017   Q2 287,660 2.24 Reduce 1.13% 0.02 $40.85–49.41 · VW $46.28i $13,070,000 SEC
2017   Q1 290,940 2.12 Add 15.61% 0.29 $38.79–42.67 · VW $40.83i $12,068,000 SEC
2016   Q4 251,660 1.65 Add 147.79% 0.98 $36.38–40.83 · VW $38.64i $9,712,000 SEC
2016   Q3 101,560 0.70 Add 5.20% 0.03 $34.41–39.49 · VW $38.16i $3,947,000 SEC
2016   Q2 96,540 0.65 Buy 0.65 $33.16–38.49 · VW $35.59i $3,341,000 SEC
Price snapshot:
Current price$350.67
Avg. buy price$44.06
+/- since buy695.85%
52-week low$180.20
52-week high$404.23