Cerity Partners’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 | $780K | Sell |
5,050
-1,351
| -21% | -$209K | ﹤0.01% | 1635 |
|
|
2025
Q1 | $893K | Buy |
6,401
+2,064
| +48% | +$288K | ﹤0.01% | 1475 |
|
|
2024
Q4 | $713K | Sell |
4,337
-4,251
| -49% | -$699K | ﹤0.01% | 1574 |
|
|
2024
Q3 | $1.8M | Buy |
8,588
+6,818
| +385% | +$1.43M | ﹤0.01% | 1136 |
|
|
2024
Q2 | $372K | Sell |
1,770
-69
| -4% | -$14.5K | ﹤0.01% | 1696 |
|
|
2024
Q1 | $310K | Buy |
1,839
+758
| +70% | +$128K | ﹤0.01% | 1847 |
|
|
2023
Q4 | $207K | Buy |
+1,081
| New | +$207K | ﹤0.01% | 1703 |
|
|
2023
Q3 | – | Sell |
-3,227
| Closed | -$465K | – | 1615 |
|
|
2023
Q2 | $465K | Buy |
3,227
+512
| +19% | +$73.8K | ﹤0.01% | 1211 |
|
|
2023
Q1 | $421K | Buy |
2,715
+61
| +2% | +$9.46K | ﹤0.01% | 1369 |
|
|
2022
Q4 | $287K | Buy |
2,654
+211
| +9% | +$22.8K | ﹤0.01% | 1157 |
|
|
2022
Q3 | $230K | Buy |
2,443
+59
| +2% | +$5.56K | ﹤0.01% | 1001 |
|
|
2022
Q2 | $241K | Sell |
2,384
-46
| -2% | -$4.65K | ﹤0.01% | 1010 |
|
|
2022
Q1 | $406K | Buy |
2,430
+186
| +8% | +$31.1K | 0.01% | 638 |
|
|
2021
Q4 | $370K | Buy |
2,244
+153
| +7% | +$25.2K | 0.01% | 706 |
|
|
2021
Q3 | $357K | Buy |
2,091
+4
| +0.2% | +$683 | 0.01% | 532 |
|
|
2021
Q2 | $464K | Hold |
2,087
| – | – | 0.01% | 487 |
|
|
2021
Q1 | $494K | Sell |
2,087
-200
| -9% | -$47.3K | 0.01% | 451 |
|
|
2020
Q4 | $526K | Sell |
2,287
-48
| -2% | -$11K | 0.02% | 403 |
|
|
2020
Q3 | $422K | Buy |
2,335
+85
| +4% | +$15.4K | 0.02% | 341 |
|
|
2020
Q2 | $337K | Sell |
2,250
-150
| -6% | -$22.5K | 0.02% | 337 |
|
|
2020
Q1 | $316K | Hold |
2,400
| – | – | 0.02% | 334 |
|
|
2019
Q4 | $495K | Buy |
2,400
+500
| +26% | +$103K | 0.03% | 343 |
|
|
2019
Q3 | $319K | Hold |
1,900
| – | – | 0.02% | 379 |
|
|
2019
Q2 | $357K | Sell |
1,900
-32
| -2% | -$6.01K | 0.02% | 366 |
|
|
2019
Q1 | $295K | Buy |
+1,932
| New | +$295K | 0.02% | 425 |
|
|
2018
Q4 | – | Sell |
-1,956
| Closed | -$231K | – | 542 |
|
|
2018
Q3 | $231K | Buy |
+1,956
| New | +$231K | 0.02% | 484 |
|
|
2018
Q2 | – | Sell |
-2,122
| Closed | -$214K | – | 574 |
|
|
2018
Q1 | $214K | Sell |
2,122
-1,032
| -33% | -$104K | 0.02% | 491 |
|
|
2017
Q4 | $545K | Sell |
3,154
-200
| -6% | -$34.6K | 0.04% | 324 |
|
|
2017
Q3 | $432K | Buy |
+3,354
| New | +$432K | 0.03% | 349 |
|
|
2017
Q2 | – | Sell |
-3,054
| Closed | -$263K | – | 416 |
|
|
2017
Q1 | $263K | Buy |
+3,054
| New | +$263K | 0.02% | 368 |
|