David Katz - Matrix Asset Advisors

History Stock Activity ▼ Share change % change to portfolio
Q2  2019
≡ GEN - Gen Digital Inc. Add 36.67% 11,000 0.45
≡ ZBH - Zimmer Biomet Holdings Add 3.57% 500 0.11
≡ FDX - FedEx Corp. Buy 3,200 0.98
Q1  2019
≡ GS - Goldman Sachs Group Add 26.87% 1,800 0.66
≡ CBS - CBS Corp. Add 25.33% 6,750 0.61
≡ MS - Morgan Stanley Add 24.57% 7,100 0.57
≡ VIAB - Viacom Inc. Add 20.99% 8,500 0.46
≡ CVS - CVS Health Corp. Add 10.00% 2,200 0.23
Q4  2018
≡ EBAY - eBay Inc. Add 280.77% 36,500 2.15
≡ META - Meta Platforms Inc. Add 96.15% 2,500 0.69
≡ STT - State Street Corp. Add 94.57% 12,200 1.62
≡ GEN - Gen Digital Inc. Add 38.25% 8,300 0.33
≡ VIAB - Viacom Inc. Add 32.35% 9,900 0.54
≡ MS - Morgan Stanley Add 19.92% 4,800 0.40
≡ SLB - Schlumberger Ltd. Add 15.64% 4,800 0.37
≡ GS - Goldman Sachs Group Add 8.06% 500 0.18
≡ CBS - CBS Corp. Add 2.30% 600 0.06
≡ CVS - CVS Health Corp. Add 0.46% 100 0.01
Q3  2018
≡ STT - State Street Corp. Add 108.06% 6,700 0.97
≡ GEN - Gen Digital Inc. Add 64.39% 8,500 0.31
≡ CMCSA - Comcast Corp. Add 46.88% 15,000 0.92
≡ CBS - CBS Corp. Add 23.75% 5,000 0.50
≡ GILD - Gilead Sciences Add 7.62% 2,100 0.28
≡ SLB - Schlumberger Ltd. Add 3.89% 1,150 0.12
≡ GS - Goldman Sachs Group Add 3.33% 200 0.08
≡ EBAY - eBay Inc. Buy 13,000 0.74
≡ META - Meta Platforms Inc. Buy 2,600 0.74
Q2  2018
≡ CBS - CBS Corp. Add 47.20% 6,750 0.69
≡ MDLZ - Mondelez International Add 42.44% 8,700 0.64
≡ VIAB - Viacom Inc. Add 18.28% 5,100 0.28
≡ GS - Goldman Sachs Group Add 17.65% 900 0.36
≡ GEN - Gen Digital Inc. Add 8.20% 1,000 0.04
≡ QCOM - QUALCOMM Inc. Add 4.12% 1,500 0.15
≡ GILD - Gilead Sciences Add 2.80% 750 0.10
≡ ABBV - AbbVie Inc. Add 2.56% 500 0.08
≡ CMCSA - Comcast Corp. Buy 32,000 1.90
Q1  2018
≡ CBS - CBS Corp. Add 138.33% 8,300 0.76
≡ VIAB - Viacom Inc. Add 16.74% 4,000 0.22
≡ GS - Goldman Sachs Group Buy 5,100 2.29
≡ GEN - Gen Digital Inc. Buy 12,200 0.56
Q4  2017
≡ MDLZ - Mondelez International Add 81.42% 9,200 0.65
≡ WPP - WPP Group plc Add 50.00% 2,200 0.33
≡ SLB - Schlumberger Ltd. Add 36.89% 9,000 1.00
≡ PEP - PepsiCo Inc. Add 14.75% 1,800 0.35
≡ HOG - Harley-Davidson Add 14.55% 4,000 0.34
≡ PG - Procter & Gamble Add 11.11% 2,200 0.33
≡ ZBH - Zimmer Biomet Holdings Add 10.57% 1,850 0.37
≡ QCOM - QUALCOMM Inc. Add 5.65% 2,000 0.21
≡ OXY - Occidental Petroleum Add 5.19% 1,400 0.17
≡ JCI - Johnson Controls Intl. plc Add 3.30% 1,500 0.09
≡ GILD - Gilead Sciences Add 3.08% 800 0.09
≡ CBS - CBS Corp. Buy 6,000 0.58
Q3  2017
≡ BBT-OLD - BB&T Corp. Add 7.55% 2,000 0.16
≡ QCOM - QUALCOMM Inc. Add 7.27% 2,400 0.21
≡ GE - GE Aerospace Add 5.20% 262 0.09
≡ GILD - Gilead Sciences Add 4.00% 1,000 0.14
≡ MDLZ - Mondelez International Buy 11,300 0.78
≡ WPP - WPP Group plc Buy 4,400 0.69
Q2  2017
≡ VIAB - Viacom Inc. Add 23.19% 8,000 0.46
≡ SLB - Schlumberger Ltd. Add 16.75% 3,500 0.39
≡ HOG - Harley-Davidson Add 10.00% 2,500 0.23
≡ OXY - Occidental Petroleum Add 3.85% 1,000 0.10
≡ GE - GE Aerospace Buy 5,050 1.87
≡ SNI - Scripps Networks Interactive Inc. Buy 3,600 0.42
Q1  2017
≡ CVS - CVS Health Corp. Add 20.00% 4,750 0.64
≡ GILD - Gilead Sciences Add 18.87% 5,000 0.58
≡ CB - Chubb Limited Add 17.39% 2,000 0.47
≡ JCI - Johnson Controls Intl. plc Add 15.85% 6,499 0.47
≡ OXY - Occidental Petroleum Add 14.54% 3,300 0.36
≡ DVN - Devon Energy Corp. Add 10.36% 4,300 0.31
≡ GOOG - Alphabet Inc. CL C Add 4.65% 2,000 0.14
Q4  2016
≡ GOOG - Alphabet Inc. CL C Add 377.78% 34,000 2.22
≡ ABBV - AbbVie Inc. Add 157.73% 15,300 1.63
≡ CB - Chubb Limited Add 64.29% 4,500 1.01
≡ AAPL - Apple Inc. Add 44.74% 6,800 0.33
≡ CVS - CVS Health Corp. Add 39.71% 6,750 0.90
≡ ZBH - Zimmer Biomet Holdings Add 30.14% 4,400 0.77
≡ HOG - Harley-Davidson Add 22.55% 4,600 0.45
≡ PEP - PepsiCo Inc. Add 19.61% 2,000 0.35
≡ JCI - Johnson Controls Intl. plc Add 14.63% 5,232 0.36
≡ TMO - Thermo Fisher Scientific Add 8.33% 800 0.19
≡ GILD - Gilead Sciences Add 6.85% 1,700 0.21
≡ PG - Procter & Gamble Add 6.32% 1,200 0.17
≡ CSCO - Cisco Systems Add 4.69% 3,000 0.15
≡ TEVA - Teva Pharmaceutical Industries Ltd. Add 2.74% 1,000 0.06
≡ WFC - Wells Fargo Add 2.45% 1,100 0.10
Q3  2016
≡ GOOG - Alphabet Inc. CL C Add 125.00% 5,000 0.33
≡ ABBV - AbbVie Inc. Add 56.45% 3,500 0.38
≡ CVS - CVS Health Corp. Add 49.12% 5,600 0.86
≡ GILD - Gilead Sciences Add 11.71% 2,600 0.35
≡ TEVA - Teva Pharmaceutical Industries Ltd. Add 8.96% 3,000 0.24
≡ AAPL - Apple Inc. Add 8.57% 1,200 0.06
≡ SCHW - Charles Schwab Corp. Add 1.14% 700 0.04
Q2  2016
≡ AAPL - Apple Inc. Add 40.00% 4,000 0.17
≡ GILD - Gilead Sciences Add 13.85% 2,700 0.41
≡ SCHW - Charles Schwab Corp. Add 9.46% 5,300 0.24
≡ HOG - Harley-Davidson Add 7.37% 1,400 0.12
≡ PG - Procter & Gamble Add 7.34% 1,300 0.20
≡ ABBV - AbbVie Inc. Buy 6,200 0.70
≡ GOOG - Alphabet Inc. CL C Buy 4,000 0.25