Bernardo Wealth Planning’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	–	Sell	-2,923	Closed	-$408K	–	124
2025 Q1	$408K	Buy	2,923 +20	+0.7%	+$2.79K	0.1%	74
2024 Q4	$430K	Sell	2,903 -100	-3%	-$14.8K	0.1%	69
2024 Q3	$616K	Buy	+3,003	New	+$616K	0.15%	57