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  Wyeth (WYE)
← All WYE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2009   Q4 0 0.00 Sell 100.00% 0.04 SEC
2009   Q3 7,000 0.04 $48.57 $340,000 SEC
2009   Q2 7,000 0.04 Reduce 93.03% 0.63 $45.43 $318,000 SEC
2009   Q1 100,473 0.68 Reduce 87.19% 3.36 $43.04 $4,324,000 SEC
2008   Q4 784,422 3.85 Reduce 8.36% 0.26 $37.51 $29,424,000 SEC
2008   Q3 855,951 3.11 Reduce 2.19% 0.10 $36.94 $31,619,000 SEC
2008   Q2 875,077 4.45 Reduce 14.43% 0.51 $47.96 $41,969,000 SEC
2008   Q1 1,022,646 3.51 Add 0.63% 0.02 $41.76 $42,706,000 SEC
2007   Q4 1,016,201 3.26 Reduce 5.25% 0.17 $44.19 $44,906,000 SEC
2007   Q3 1,072,488 3.16 Add 18.15% 0.49 $44.55 $47,779,000 SEC
2007   Q2 907,762 3.35 Reduce 2.51% 0.08 $57.34 $52,051,000 SEC
2007   Q1 931,166 3.34 Add 1.73% 0.06 $50.03 $46,586,000 SEC
2006   Q4 915,342 3.23 Reduce 0.11% <0.01 $50.92 $46,609,000 SEC
2006   Q3 916,327 3.43 Reduce 8.87% 0.29 $50.84 $46,586,000 SEC
2006   Q2 1,005,546 3.24 Reduce 4.13% 0.14 $44.41 $44,656,000 SEC
2006   Q1 1,048,867 3.37 Reduce 3.51% 0.11 $48.52 $50,891,000 SEC
2005   Q4 1,086,993 3.21 Reduce 1.81% 0.06 $46.07 $50,078,000 SEC
2005   Q3 1,107,058 3.19 Reduce 11.64% 0.34 $46.27 $51,224,000 SEC
2005   Q2 1,252,960 2.90 Reduce 3.49% 0.09 $41.03 $51,407,000 SEC
2005   Q1 1,298,224 2.72 Add 10.81% 0.27 $39.01 $50,641,000 SEC
2004   Q4 1,171,624 3.40 Reduce 7.79% 0.28 $39.04 $45,740,000 SEC
2004   Q3 1,270,672 3.58 Add 13.44% 0.42 $34.54 $43,883,000 SEC
2004   Q2 1,120,093 3.22 Add 4.53% 0.14 $36.16 $40,503,000 SEC
2004   Q1 1,071,508 3.28 Add 56.83% 1.19 $37.55 $40,235,000 SEC
2003   Q4 683,209 3.26 Add 36.98% 0.88 $42.45 $29,002,000 SEC
2003   Q3 498,760 3.18 Reduce 4.89% 0.18 $46.10 $22,993,000 SEC
2003   Q2 524,420 3.71 Add 14.80% 0.48 $45.55 $23,887,000 SEC
2003   Q1 456,810 3.41 Add 77.54% 1.49 $37.82 $17,277,000 SEC
2002   Q4 257,300 1.53 Add 25.14% 0.31 $37.40 $9,623,000 SEC
2002   Q3 205,609 1.38 Add 1011.40% 1.25 $31.80 $6,538,000 SEC
2002   Q2 18,500 0.16 Reduce 9.31% 0.02 $51.19 $947,000 SEC
2002   Q1 20,400 0.21 Buy 0.21 $65.64 $1,339,000 SEC