David Katz Purchases and Sells in Q4 2025

Matrix Asset Advisors Inc

  • $1.02 Billion
  • Q4 2025

Top Buys

Incresed Positions

37 operations
Stock Shares change Price Range Shares Held Trade History
31.6K
+ 30.84%
N/A
134K $26.1M
46.1K
+ 68.92%
$151.21 - $195.77 $6.97M - $9.03M
113K $17.1M
10.1K
+ 43.88%
$452.1 - $514.24 $4.56M - $5.19M
33.1K $15.6M
7.69K
+ 3.9%
$138.84 - $153.71 $1.07M - $1.18M
205K $30.3M
10.3K
+ 110.58%
$234.02 - $253.35 $2.42M - $2.62M
19.7K $4.75M
9.19K
+ 10.27%
$137.47 - $143.13 $1.26M - $1.32M
98.6K $13.9M
View all

New Holdings

2 operations
Stock Shares change Price Range Shares Held Trade History
3.93K
New
$42.6 - $49.08 $167K - $193K
3.93K $183K
374WATER INC
10K
New
N/A
10K $0

Top Sells

Reduced Positions

53 operations
Stock Shares change Price Range Shares Held Trade History
-246K
- 29.1%
$26.98 - $31.09 $6.65M - $7.66M
600K $16.3M
-90.2K
- 75.02%
$87.55 - $103.98 $7.89M - $9.38M
30K $2.7M
-34.1K
- 19.21%
$85.53 - $97.77 $2.92M - $3.34M
144K $12.9M
-2.65K
- 1.91%
$294.11 - $320.41 $779K - $848K
136K $40.9M
-6.51K
- 0.91%
$45.28 - $48.26 $295K - $314K
709K $32.2M
-7.93K
- 2.95%
$151.86 - $169.92 $1.2M - $1.35M
261K $41.5M
View all
Activity Summary
Buys All Purchases 39 New Holdings 2 Increased Positions 37 Sells All Sells 53 Reductions 53 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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