Creative Planning’s Universal Display OLED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
19,847
+2,239
| +13% | +$346K | ﹤0.01% | 1018 |
|
|
2025
Q1 | $2.46M | Buy |
17,608
+4,004
| +29% | +$558K | ﹤0.01% | 1052 |
|
|
2024
Q4 | $1.99M | Sell |
13,604
-1,802
| -12% | -$263K | ﹤0.01% | 1136 |
|
|
2024
Q3 | $3.23M | Buy |
15,406
+2,132
| +16% | +$448K | ﹤0.01% | 822 |
|
|
2024
Q2 | $2.79M | Buy |
13,274
+445
| +3% | +$93.6K | ﹤0.01% | 842 |
|
|
2024
Q1 | $2.16M | Buy |
12,829
+1,265
| +11% | +$213K | ﹤0.01% | 929 |
|
|
2023
Q4 | $2.21M | Sell |
11,564
-361
| -3% | -$69K | ﹤0.01% | 885 |
|
|
2023
Q3 | $1.87M | Buy |
11,925
+2,555
| +27% | +$401K | ﹤0.01% | 872 |
|
|
2023
Q2 | $1.35M | Buy |
9,370
+2,320
| +33% | +$334K | ﹤0.01% | 980 |
|
|
2023
Q1 | $1.09M | Sell |
7,050
-33
| -0.5% | -$5.12K | ﹤0.01% | 1032 |
|
|
2022
Q4 | $765K | Buy |
7,083
+91
| +1% | +$9.83K | ﹤0.01% | 1164 |
|
|
2022
Q3 | $660K | Sell |
6,992
-46
| -0.7% | -$4.34K | ﹤0.01% | 1156 |
|
|
2022
Q2 | $712K | Sell |
7,038
-58
| -0.8% | -$5.87K | ﹤0.01% | 1122 |
|
|
2022
Q1 | $1.19M | Sell |
7,096
-45
| -0.6% | -$7.52K | ﹤0.01% | 910 |
|
|
2021
Q4 | $1.18M | Buy |
7,141
+177
| +3% | +$29.2K | ﹤0.01% | 886 |
|
|
2021
Q3 | $1.19M | Sell |
6,964
-479
| -6% | -$81.9K | ﹤0.01% | 871 |
|
|
2021
Q2 | $1.66M | Sell |
7,443
-2,859
| -28% | -$636K | ﹤0.01% | 743 |
|
|
2021
Q1 | $2.44M | Sell |
10,302
-207
| -2% | -$49K | ﹤0.01% | 635 |
|
|
2020
Q4 | $2.42M | Sell |
10,509
-2,592
| -20% | -$596K | 0.01% | 589 |
|
|
2020
Q3 | $2.37M | Buy |
13,101
+34
| +0.3% | +$6.15K | 0.01% | 498 |
|
|
2020
Q2 | $1.96M | Sell |
13,067
-435
| -3% | -$65.1K | 0.01% | 497 |
|
|
2020
Q1 | $1.78M | Sell |
13,502
-9,089
| -40% | -$1.2M | 0.01% | 459 |
|
|
2019
Q4 | $4.66M | Buy |
22,591
+5,510
| +32% | +$1.14M | 0.01% | 307 |
|
|
2019
Q3 | $2.87M | Buy |
17,081
+2,006
| +13% | +$337K | 0.01% | 405 |
|
|
2019
Q2 | $2.84M | Buy |
15,075
+800
| +6% | +$150K | 0.01% | 402 |
|
|
2019
Q1 | $2.18M | Sell |
14,275
-2,983
| -17% | -$456K | 0.01% | 433 |
|
|
2018
Q4 | $1.62M | Sell |
17,258
-66
| -0.4% | -$6.18K | 0.01% | 473 |
|
|
2018
Q3 | $2.04M | Buy |
17,324
+3,822
| +28% | +$451K | 0.01% | 474 |
|
|
2018
Q2 | $1.16M | Buy |
13,502
+442
| +3% | +$38K | ﹤0.01% | 667 |
|
|
2018
Q1 | $1.32M | Buy |
13,060
+2,149
| +20% | +$217K | 0.01% | 587 |
|
|
2017
Q4 | $1.88M | Sell |
10,911
-197,645
| -95% | -$34.1M | 0.01% | 476 |
|
|
2017
Q3 | $26.9M | Buy |
208,556
+204,154
| +4,638% | +$26.3M | 0.12% | 75 |
|
|
2017
Q2 | $481K | Sell |
4,402
-507
| -10% | -$55.4K | ﹤0.01% | 1022 |
|
|
2017
Q1 | $423K | Sell |
4,909
-3,521
| -42% | -$303K | ﹤0.01% | 1076 |
|
|
2016
Q4 | $475K | Buy |
8,430
+300
| +4% | +$16.9K | ﹤0.01% | 942 |
|
|
2016
Q3 | $451K | Sell |
8,130
-104,600
| -93% | -$5.8M | ﹤0.01% | 945 |
|
|
2016
Q2 | $7.64M | Sell |
112,730
-34,180
| -23% | -$2.32M | 0.06% | 128 |
|
|
2016
Q1 | $7.95M | Buy |
146,910
+5,790
| +4% | +$313K | 0.06% | 117 |
|
|
2015
Q4 | $7.68M | Buy |
141,120
+2,385
| +2% | +$130K | 0.06% | 119 |
|
|
2015
Q3 | $4.7M | Buy |
138,735
+122,350
| +747% | +$4.15M | 0.04% | 166 |
|
|
2015
Q2 | $848K | Buy |
16,385
+3,115
| +23% | +$161K | 0.01% | 518 |
|
|
2015
Q1 | $620K | Buy |
13,270
+7,460
| +128% | +$349K | 0.01% | 646 |
|
|
2014
Q4 | $161K | Buy |
5,810
+3,790
| +188% | +$105K | ﹤0.01% | 1264 |
|
|
2014
Q3 | $66K | Buy |
2,020
+290
| +17% | +$9.48K | ﹤0.01% | 1722 |
|
|
2014
Q2 | $56K | Buy |
1,730
+900
| +108% | +$29.1K | ﹤0.01% | 1793 |
|
|
2014
Q1 | $26K | Hold |
830
| – | – | ﹤0.01% | 2203 |
|
|
2013
Q4 | $29K | Hold |
830
| – | – | ﹤0.01% | 1970 |
|
|
2013
Q3 | $27K | Buy |
830
+300
| +57% | +$9.76K | ﹤0.01% | 1922 |
|
|
2013
Q2 | $15K | Buy |
+530
| New | +$15K | ﹤0.01% | 2091 |
|