Avantax Advisory Services’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 | $2.41M | Buy |
15,578
+4,707
| +43% | +$727K | 0.01% | 710 |
|
|
2025
Q1 | $1.52M | Buy |
10,871
+1,415
| +15% | +$197K | 0.01% | 890 |
|
|
2024
Q4 | $1.38M | Buy |
9,456
+29
| +0.3% | +$4.24K | 0.01% | 896 |
|
|
2024
Q3 | $1.98M | Buy |
9,427
+1,594
| +20% | +$335K | 0.01% | 700 |
|
|
2024
Q2 | $1.65M | Buy |
7,833
+2,535
| +48% | +$533K | 0.01% | 739 |
|
|
2024
Q1 | $892K | Buy |
5,298
+4,200
| +383% | +$708K | 0.01% | 800 |
|
|
2023
Q4 | $210K | Buy |
+1,098
| New | +$210K | ﹤0.01% | 1453 |
|
|
2021
Q3 | – | Sell |
-1,017
| Closed | -$226K | – | 1212 |
|
|
2021
Q2 | $226K | Hold |
1,017
| – | – | ﹤0.01% | 1025 |
|
|
2021
Q1 | $241K | Hold |
1,017
| – | – | 0.01% | 899 |
|
|
2020
Q4 | $233K | Sell |
1,017
-1,553
| -60% | -$356K | 0.01% | 828 |
|
|
2020
Q3 | $465K | Buy |
+2,570
| New | +$465K | 0.01% | 822 |
|
|
2020
Q1 | – | Sell |
-1,301
| Closed | -$267K | – | 866 |
|
|
2019
Q4 | $267K | Buy |
1,301
+85
| +7% | +$17.4K | 0.01% | 664 |
|
|
2019
Q3 | $205K | Hold |
1,216
| – | – | 0.01% | 538 |
|
|
2019
Q2 | $229K | Buy |
+1,216
| New | +$229K | 0.01% | 454 |
|