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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  Pimco Etf Tr (MUNI)
← All MUNI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q2 0 0.00 Sell 100.00% 0.07 $56.15–56.95 · VW $56.60i SEC
2021   Q1 8,915 0.07 $56.20 $501,000 SEC
2020   Q4 8,915 0.09 Buy 0.09 $55.84–56.85 · VW $56.39i $506,000 SEC
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Quotes delayed 15 minutes for NASDAQ, NYSE and AMEX. 13F holdings sourced from SEC EDGAR filings.
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