Columbia Asset Management’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 | $202K | Buy |
+1,308
| New | +$202K | 0.04% | 168 |
|
|
2024
Q4 | – | Sell |
-1,308
| Closed | -$275K | – | 201 |
|
|
2024
Q3 | $275K | Hold |
1,308
| – | – | 0.05% | 160 |
|
|
2024
Q2 | $275K | Hold |
1,308
| – | – | 0.05% | 153 |
|
|
2024
Q1 | $250K | Hold |
1,308
| – | – | 0.05% | 152 |
|
|
2023
Q4 | $250K | Hold |
1,308
| – | – | 0.05% | 152 |
|
|
2023
Q3 | $205K | Sell |
1,308
-25
| -2% | -$3.92K | 0.05% | 158 |
|
|
2023
Q2 | $192K | Hold |
1,333
| – | – | 0.04% | 161 |
|
|
2023
Q1 | $207K | Buy |
+1,333
| New | +$207K | 0.05% | 160 |
|
|
2022
Q4 | – | Sell |
-1,000
| Closed | -$94K | – | 175 |
|
|
2022
Q3 | $94K | Buy |
+1,000
| New | +$94K | 0.02% | 173 |
|
|
2021
Q3 | – | Sell |
-1,000
| Closed | -$222K | – | 188 |
|
|
2021
Q2 | $222K | Hold |
1,000
| – | – | 0.05% | 169 |
|
|
2021
Q1 | $237K | Sell |
1,000
-150
| -13% | -$35.6K | 0.04% | 169 |
|
|
2020
Q4 | $264K | Hold |
1,150
| – | – | 0.05% | 156 |
|
|
2020
Q3 | $208K | Hold |
1,150
| – | – | 0.05% | 159 |
|
|
2020
Q2 | $172K | Sell |
1,150
-600
| -34% | -$89.7K | 0.04% | 155 |
|
|
2020
Q1 | $231K | Sell |
1,750
-150
| -8% | -$19.8K | 0.06% | 139 |
|
|
2019
Q4 | $3.92K | Hold |
1,900
| – | – | 0.09% | 139 |
|
|
2019
Q3 | $319K | Hold |
1,900
| – | – | 0.08% | 147 |
|
|
2019
Q2 | $357K | Sell |
1,900
-275
| -13% | -$51.7K | 0.09% | 142 |
|
|
2019
Q1 | $332K | Sell |
2,175
-375
| -15% | -$57.2K | 0.09% | 139 |
|
|
2018
Q4 | $239K | Sell |
2,550
-1,755
| -41% | -$164K | 0.07% | 144 |
|
|
2018
Q3 | $508K | Buy |
4,305
+145
| +3% | +$17.1K | 0.13% | 117 |
|
|
2018
Q2 | $358K | Buy |
+4,160
| New | +$358K | 0.1% | 127 |
|