Axxcess Wealth Management’s Universal Display OLED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Sell |
2,417
-23
| -0.9% | -$3.55K | 0.01% | 663 |
|
|
2025
Q1 | $340K | Buy |
2,440
+998
| +69% | +$139K | 0.01% | 644 |
|
|
2024
Q4 | $211K | Buy |
1,442
+15
| +1% | +$2.19K | 0.01% | 804 |
|
|
2024
Q3 | $300K | Buy |
+1,427
| New | +$300K | 0.01% | 690 |
|
|
2022
Q4 | – | Sell |
-3,190
| Closed | -$301K | – | 654 |
|
|
2022
Q3 | $301K | Buy |
3,190
+190
| +6% | +$17.9K | 0.03% | 399 |
|
|
2022
Q2 | $303K | Sell |
3,000
-2
| -0.1% | -$202 | 0.03% | 390 |
|
|
2022
Q1 | $501K | Buy |
3,002
+1,083
| +56% | +$181K | 0.04% | 354 |
|
|
2021
Q4 | $317K | Buy |
+1,919
| New | +$317K | 0.02% | 457 |
|