David Katz Purchases and Sells in Q4 2024

Matrix Asset Advisors Inc

  • $901 Million
  • Q4 2024

Top Buys

Incresed Positions

45 operations
Stock Shares change Price Range Shares Held Trade History
45.6K
+ 96.05%
$258.78 - $328.31 $11.8M - $15M
93K $24.2M
33K
+ 104.71%
$151.29 - $176.1 $4.99M - $5.81M
64.5K $9.8M
9.79K
+ 353.03%
$442.29 - $483.08 $4.33M - $4.73M
12.6K $5.7M
2.16K
+ 1.54%
$221.69 - $259.02 $479K - $560K
143K $35.8M
57.5K
+ 912.55%
$39.22 - $47.77 $2.26M - $2.75M
63.8K $2.8M
695
+ 3.58%
$370.24 - $418.94 $257K - $291K
20.1K $8.07M
View all

New Holdings

9 operations
Stock Shares change Price Range Shares Held Trade History
81.2K
New
$73.27 - $84.47 $5.95M - $6.86M
81.2K $6.16M
6.6K
New
$233.89 - $304.18 $1.54M - $2.01M
6.6K $1.67M
100K
New
$3.11 - $4.51 $311K - $451K
100K $424K
1.09K
New
$280.08 - $307.97 $305K - $336K
1.09K $319K
526
New
$479.66 - $614.62 $252K - $323K
526 $255K
691
New
$344.14 - $393.31 $238K - $272K
691 $248K
View all

Top Sells

Reduced Positions

38 operations
Stock Shares change Price Range Shares Held Trade History
-30.6K
- 86.74%
$220.02 - $243.75 $6.74M - $7.46M
4.68K $1.06M
-7.11K
- 29.0%
$485.52 - $625.25 $3.45M - $4.45M
17.4K $8.81M
-4.13K
- 0.56%
$37.39 - $45.14 $154K - $186K
727K $27.3M
-366
- 0.16%
$90.91 - $102.21 $33.3K - $37.4K
230K $21.2M
-297
- 1.5%
$501.29 - $612.85 $149K - $182K
19.5K $10.1M
-895
- 1.56%
$208.94 - $264.22 $187K - $236K
56.3K $11.8M
View all
Activity Summary
Buys All Purchases 54 New Holdings 9 Increased Positions 45 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
David Katz

David Katz

David Katz is the CEO and CIO of Matrix Asset Advisors, a financial services firm that provides asset management and investment advice to individuals and institutions. Katz has over 30 years of experience in the financial industry and is known for his expertise in value investing.
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