AE Wealth Management’s Universal Display OLED Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,722	Closed	-$902K	–	2674
2025 Q4	$902K	Buy	7,722 +3,794	+97%	+$492K	0.01%	837
2025 Q3	$564K	Buy	+3,928	New	+$571K	﹤0.01%	926
2024 Q4	–	Sell	-1,059	Closed	-$222K	–	2153
2024 Q3	$222K	Buy	+1,059	New	+$215K	﹤0.01%	1138
2023 Q4	–	Sell	-2,897	Closed	-$455K	–	2139
2023 Q3	$455K	Buy	2,897 +36	+1%	+$5.47K	﹤0.01%	1426
2023 Q2	$412K	Buy	2,861 +29	+1%	+$4.16K	﹤0.01%	1477
2023 Q1	$439K	Sell	2,832 -3	-0.1%	-$403	﹤0.01%	1407
2022 Q4	$306K	Sell	2,835 -14	-0.5%	-$1.47K	﹤0.01%	1491
2022 Q3	$269K	Buy	2,849 +6	+0.2%	+$664	﹤0.01%	1510
2022 Q2	$288K	Buy	2,843 +8	+0.3%	+$1.03K	﹤0.01%	1453
2022 Q1	$473K	Sell	2,835 -9	-0.3%	-$1.4K	﹤0.01%	1254
2021 Q4	$469K	Sell	2,844 -59	-2%	-$9.73K	﹤0.01%	1271
2021 Q3	$496K	Buy	+2,903	New	+$601K	﹤0.01%	1171