Allworth Financial’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
2,009
+1,683
| +516% | +$260K | ﹤0.01% | 1002 |
|
|
2025
Q1 | $40.9K | Buy |
326
+27
| +9% | +$3.39K | ﹤0.01% | 1649 |
|
|
2024
Q4 | $44.3K | Sell |
299
-12
| -4% | -$1.78K | ﹤0.01% | 1627 |
|
|
2024
Q3 | $65.4K | Sell |
311
-9
| -3% | -$1.89K | ﹤0.01% | 1279 |
|
|
2024
Q2 | $70K | Buy |
320
+100
| +45% | +$21.9K | ﹤0.01% | 1217 |
|
|
2024
Q1 | $37.1K | Buy |
220
+200
| +1,000% | +$33.8K | ﹤0.01% | 1431 |
|
|
2023
Q4 | $3.83K | Sell |
20
-6
| -23% | -$1.15K | ﹤0.01% | 2379 |
|
|
2023
Q3 | $4.08K | Buy |
26
+20
| +333% | +$3.14K | ﹤0.01% | 2210 |
|
|
2023
Q2 | $865 | Hold |
6
| – | – | ﹤0.01% | 2776 |
|
|
2023
Q1 | $931 | Hold |
6
| – | – | ﹤0.01% | 2696 |
|
|
2022
Q4 | $648 | Sell |
6
-17
| -74% | -$1.84K | ﹤0.01% | 2566 |
|
|
2022
Q3 | $2K | Sell |
23
-14
| -38% | -$1.22K | ﹤0.01% | 2193 |
|
|
2022
Q2 | $4K | Sell |
37
-150
| -80% | -$16.2K | ﹤0.01% | 1830 |
|
|
2022
Q1 | $31K | Buy |
187
+164
| +713% | +$27.2K | ﹤0.01% | 1063 |
|
|
2021
Q4 | $4K | Sell |
23
-21
| -48% | -$3.65K | ﹤0.01% | 1607 |
|
|
2021
Q3 | $8K | Buy |
44
+3
| +7% | +$545 | ﹤0.01% | 1409 |
|
|
2021
Q2 | $9K | Hold |
41
| – | – | ﹤0.01% | 1071 |
|
|
2021
Q1 | $10K | Buy |
41
+21
| +105% | +$5.12K | ﹤0.01% | 987 |
|
|
2020
Q4 | $5K | Hold |
20
| – | – | ﹤0.01% | 995 |
|
|
2020
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 884 |
|
|
2020
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 957 |
|
|
2020
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 993 |
|
|
2019
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 810 |
|
|
2019
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 771 |
|
|
2019
Q2 | $4K | Sell |
20
-26
| -57% | -$5.2K | ﹤0.01% | 711 |
|
|
2019
Q1 | $7K | Sell |
46
-114
| -71% | -$17.3K | ﹤0.01% | 621 |
|
|
2018
Q4 | $15K | Buy |
160
+103
| +181% | +$9.66K | ﹤0.01% | 455 |
|
|
2018
Q3 | $7K | Hold |
57
| – | – | ﹤0.01% | 610 |
|
|
2018
Q2 | $5K | Hold |
57
| – | – | ﹤0.01% | 644 |
|
|
2018
Q1 | $6K | Buy |
57
+31
| +119% | +$3.26K | ﹤0.01% | 564 |
|
|
2017
Q4 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 596 |
|