Carson Wealth (CWM LLC)’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 | $329K | Sell |
2,132
-190
| -8% | -$29.3K | ﹤0.01% | 1800 |
|
|
2025
Q1 | $324K | Buy |
2,322
+39
| +2% | +$5.44K | ﹤0.01% | 1628 |
|
|
2024
Q4 | $334K | Sell |
2,283
-3,303
| -59% | -$483K | ﹤0.01% | 1531 |
|
|
2024
Q3 | $1.17M | Buy |
5,586
+4,448
| +391% | +$934K | 0.01% | 933 |
|
|
2024
Q2 | $239K | Buy |
1,138
+474
| +71% | +$99.5K | ﹤0.01% | 1492 |
|
|
2024
Q1 | $112K | Buy |
664
+58
| +10% | +$9.78K | ﹤0.01% | 1808 |
|
|
2023
Q4 | $116K | Buy |
606
+105
| +21% | +$20.1K | ﹤0.01% | 1665 |
|
|
2023
Q3 | $79K | Buy |
501
+48
| +11% | +$7.57K | ﹤0.01% | 1778 |
|
|
2023
Q2 | $65K | Sell |
453
-29
| -6% | -$4.16K | ﹤0.01% | 1812 |
|
|
2023
Q1 | $75K | Buy |
482
+18
| +4% | +$2.8K | ﹤0.01% | 1641 |
|
|
2022
Q4 | $50K | Sell |
464
-119
| -20% | -$12.8K | ﹤0.01% | 1735 |
|
|
2022
Q3 | $55K | Buy |
583
+129
| +28% | +$12.2K | ﹤0.01% | 1617 |
|
|
2022
Q2 | $46K | Buy |
454
+67
| +17% | +$6.79K | ﹤0.01% | 1665 |
|
|
2022
Q1 | $65K | Buy |
387
+134
| +53% | +$22.5K | ﹤0.01% | 1490 |
|
|
2021
Q4 | $42K | Buy |
+253
| New | +$42K | ﹤0.01% | 1647 |
|
|
2021
Q2 | $54K | Hold |
241
| – | – | ﹤0.01% | 1369 |
|
|
2021
Q1 | $54K | Hold |
241
| – | – | ﹤0.01% | 1369 |
|
|
2020
Q4 | $54K | Hold |
241
| – | – | ﹤0.01% | 1369 |
|
|
2020
Q3 | $54K | Hold |
241
| – | – | ﹤0.01% | 1369 |
|
|
2020
Q2 | $54K | Hold |
241
| – | – | ﹤0.01% | 1369 |
|
|
2020
Q1 | $54K | Hold |
241
| – | – | ﹤0.01% | 1369 |
|
|
2019
Q4 | $54K | Hold |
241
| – | – | ﹤0.01% | 1369 |
|
|
2019
Q3 | $54K | Hold |
241
| – | – | ﹤0.01% | 1369 |
|
|
2019
Q2 | $54K | Hold |
241
| – | – | ﹤0.01% | 1369 |
|
|
2019
Q1 | $54K | Buy |
+241
| New | +$54K | ﹤0.01% | 1369 |
|
|
2018
Q1 | – | Sell |
-20
| Closed | -$3K | – | 1506 |
|
|
2017
Q4 | $3K | Sell |
20
-9
| -31% | -$1.35K | ﹤0.01% | 1212 |
|
|
2017
Q3 | $4K | Sell |
29
-1
| -3% | -$138 | ﹤0.01% | 1146 |
|
|
2017
Q2 | $3K | Sell |
30
-1
| -3% | -$100 | ﹤0.01% | 966 |
|
|
2017
Q1 | $3K | Buy |
+31
| New | +$3K | ﹤0.01% | 946 |
|