Connecticut Wealth 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 | $355K | Hold |
2,300
| – | – | 0.02% | 246 |
|
|
2025
Q1 | $321K | Sell |
2,300
-6
| -0.3% | -$837 | 0.02% | 253 |
|
|
2024
Q4 | $337K | Sell |
2,306
-2
| -0.1% | -$292 | 0.02% | 218 |
|
|
2024
Q3 | $484K | Hold |
2,308
| – | – | 0.02% | 220 |
|
|
2024
Q2 | $485K | Sell |
2,308
-398
| -15% | -$83.7K | 0.03% | 216 |
|
|
2024
Q1 | $456K | Hold |
2,706
| – | – | 0.02% | 219 |
|
|
2023
Q4 | $518K | Buy |
2,706
+6
| +0.2% | +$1.15K | 0.03% | 207 |
|
|
2023
Q3 | $424K | Buy |
2,700
+5
| +0.2% | +$785 | 0.03% | 190 |
|
|
2023
Q2 | $388K | Hold |
2,695
| – | – | 0.03% | 176 |
|
|
2023
Q1 | $418K | Hold |
2,695
| – | – | 0.03% | 153 |
|
|
2022
Q4 | $291K | Hold |
2,695
| – | – | 0.02% | 157 |
|
|
2022
Q3 | $254K | Hold |
2,695
| – | – | 0.02% | 164 |
|
|
2022
Q2 | $273K | Hold |
2,695
| – | – | 0.02% | 154 |
|
|
2022
Q1 | $450K | Hold |
2,695
| – | – | 0.03% | 125 |
|
|
2021
Q4 | $445K | Hold |
2,695
| – | – | 0.03% | 128 |
|
|
2021
Q3 | $461K | Hold |
2,695
| – | – | 0.04% | 124 |
|
|
2021
Q2 | $599K | Hold |
2,695
| – | – | 0.05% | 108 |
|
|
2021
Q1 | $638K | Hold |
2,695
| – | – | 0.06% | 87 |
|
|
2020
Q4 | $619K | Hold |
2,695
| – | – | 0.07% | 98 |
|
|
2020
Q3 | $487K | Hold |
2,695
| – | – | 0.05% | 122 |
|
|
2020
Q2 | $403K | Hold |
2,695
| – | – | 0.05% | 102 |
|
|
2020
Q1 | $355K | Sell |
2,695
-50
| -2% | -$6.59K | 0.05% | 109 |
|
|
2019
Q4 | $566K | Hold |
2,745
| – | – | 0.06% | 100 |
|
|
2019
Q3 | $461K | Buy |
2,745
+245
| +10% | +$41.1K | 0.06% | 107 |
|
|
2019
Q2 | $470K | Buy |
+2,500
| New | +$470K | 0.06% | 104 |
|