Richard S. Fuld - Matrix Private Capital Group Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 139 | |
| Portfolio Value | $167.23M |
Matrix Private Capital Group Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q1 2025Mar 31, 2025 | AVGO Broadcom Inc. | Sell | -97-1.2% |
Q1 2025Mar 31, 2025 | IVW iShares S&P 500 Growth ETF | Sell | -100-0.3% |
Q1 2025Mar 31, 2025 | PFE Pfizer, Inc. | Sell | -147-1.6% |
Q1 2025Mar 31, 2025 | TSM Taiwan Semiconductor Manufactur | Sell | -191-5.0% |
Q1 2025Mar 31, 2025 | ABBV AbbVie Inc. | Sell | -218-11.6% |
Q1 2025Mar 31, 2025 | VHT Vanguard Health Care ETF | Sell | -242-8.3% |
Q1 2025Mar 31, 2025 | IVV iShares Core S&P 500 ETF | Sell | -260-20.6% |
Q1 2025Mar 31, 2025 | HCA HCA Healthcare, Inc. | Sell | -264-30.9% |
Q1 2025Mar 31, 2025 | SDY SPDR S&P Dividend ETF | Sell | -290-7.8% |
Q1 2025Mar 31, 2025 | AMZN Amazon.com, Inc. | Sell | -329-3.9% |
Q1 2025Mar 31, 2025 | BRK-B Berkshire Hathaway Inc. New | Sell | -336-17.8% |
Q1 2025Mar 31, 2025 | CSL Carlisle Companies Incorporated | Sell | -337-26.8% |
Q1 2025Mar 31, 2025 | MRK Merck & Company, Inc. | Sell | -340-4.1% |
Q1 2025Mar 31, 2025 | CVS CVS Health Corporation | Sell | -354-4.9% |
Q1 2025Mar 31, 2025 | LII Lennox International, Inc. | Sell - Position Exit | -374-100.0% |
Q1 2025Mar 31, 2025 | EFA iShares MSCI EAFE ETF | Sell | -381-1.3% |
Q1 2025Mar 31, 2025 | META Meta Platforms, Inc. | Sell - Position Exit | -415-100.0% |
Q1 2025Mar 31, 2025 | MANH Manhattan Associates, Inc. | Sell | -426-25.4% |
Q1 2025Mar 31, 2025 | IWM iShares Russell 2000 ETF | Sell | -484-8.4% |
Q1 2025Mar 31, 2025 | JPM JP Morgan Chase & Co. | Sell | -493-4.8% |
Q1 2025Mar 31, 2025 | CDW CDW Corporation | Sell | -498-24.8% |
Q1 2025Mar 31, 2025 | MSI Motorola Solutions, Inc. | Sell - Position Exit | -530-100.0% |
Q1 2025Mar 31, 2025 | MSFT Microsoft Corporation | Sell | -562-15.1% |
Q1 2025Mar 31, 2025 | V Visa Inc. | Sell | -595-26.5% |
Q1 2025Mar 31, 2025 | TSLA Tesla, Inc. | Sell - Position Exit | -622-100.0% |
Q1 2025Mar 31, 2025 | BAC Bank of America Corporation | Sell | -649-10.2% |
Q1 2025Mar 31, 2025 | IJH iShares Core S&P Mid-Cap ETF | Sell | -734-0.4% |
Q1 2025Mar 31, 2025 | BX Blackstone Inc. | Sell | -759-6.2% |
Q1 2025Mar 31, 2025 | RWO SPDR DJ Wilshire Global Real Es | Sell | -795-3.7% |
Q1 2025Mar 31, 2025 | IJR iShares Core S&P Small-Cap ETF | Sell | -977-1.2% |