Creative Planning’s Universal Display OLED Stock Holding History

Creative Planning’s Portfolio OLED Stock Details OLED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.51M	Sell	16,435 -1,532	-9%	-$169K	﹤0.01%	2134
2025 Q4	$2.1M	Sell	17,967 -1,415	-7%	-$183K	﹤0.01%	1694
2025 Q3	$2.78M	Sell	19,382 -465	-2%	-$67.6K	﹤0.01%	1280
2025 Q2	$3.07M	Buy	19,847 +2,239	+13%	+$313K	﹤0.01%	1021
2025 Q1	$2.46M	Buy	17,608 +4,004	+29%	+$598K	﹤0.01%	1055
2024 Q4	$1.99M	Sell	13,604 -1,802	-12%	-$321K	﹤0.01%	1139
2024 Q3	$3.23M	Buy	15,406 +2,132	+16%	+$432K	﹤0.01%	822
2024 Q2	$2.79M	Buy	13,274 +445	+3%	+$78.2K	﹤0.01%	844
2024 Q1	$2.16M	Buy	12,829 +1,265	+11%	+$220K	﹤0.01%	930
2023 Q4	$2.21M	Sell	11,564 -361	-3%	-$59.7K	﹤0.01%	887
2023 Q3	$1.87M	Buy	11,925 +2,555	+27%	+$388K	﹤0.01%	874
2023 Q2	$1.35M	Buy	9,370 +2,320	+33%	+$332K	﹤0.01%	983
2023 Q1	$1.09M	Sell	7,050 -33	-0.5%	-$4.43K	﹤0.01%	1035
2022 Q4	$765K	Buy	7,083 +91	+1%	+$9.54K	﹤0.01%	1168
2022 Q3	$660K	Sell	6,992 -46	-0.7%	-$5.09K	﹤0.01%	1163
2022 Q2	$712K	Sell	7,038 -58	-0.8%	-$7.46K	﹤0.01%	1126
2022 Q1	$1.19M	Sell	7,096 -45	-0.6%	-$6.99K	﹤0.01%	911
2021 Q4	$1.18M	Buy	7,141 +177	+3%	+$29.2K	﹤0.01%	886
2021 Q3	$1.19M	Sell	6,964 -479	-6%	-$99.2K	﹤0.01%	871
2021 Q2	$1.66M	Sell	7,443 -2,859	-28%	-$626K	﹤0.01%	743
2021 Q1	$2.44M	Sell	10,302 -207	-2%	-$47.8K	﹤0.01%	643
2020 Q4	$2.42M	Sell	10,509 -2,592	-20%	-$554K	0.01%	596
2020 Q3	$2.37M	Buy	13,101 +34	+0.3%	+$5.81K	0.01%	505
2020 Q2	$1.96M	Sell	13,067 -435	-3%	-$63.8K	0.01%	504
2020 Q1	$1.78M	Sell	13,502 -9,089	-40%	-$1.56M	0.01%	462
2019 Q4	$4.66M	Buy	22,591 +5,510	+32%	+$1.04M	0.01%	309
2019 Q3	$2.87M	Buy	17,081 +2,006	+13%	+$401K	0.01%	407
2019 Q2	$2.83M	Buy	15,075 +800	+6%	+$133K	0.01%	404
2019 Q1	$2.18M	Sell	14,275 -2,983	-17%	-$369K	0.01%	435
2018 Q4	$1.61M	Sell	17,258 -66	-0.4%	-$6.66K	0.01%	475
2018 Q3	$2.04M	Buy	17,324 +3,822	+28%	+$420K	0.01%	477
2018 Q2	$1.16M	Buy	13,502 +442	+3%	+$42.1K	﹤0.01%	673
2018 Q1	$1.32M	Buy	13,060 +2,149	+20%	+$323K	0.01%	592
2017 Q4	$1.88M	Sell	10,911 -197,645	-95%	-$31.5M	0.01%	480
2017 Q3	$26.9M	Buy	208,556 +204,154	+4,638%	+$24.7M	0.12%	75
2017 Q2	$481K	Sell	4,402 -507	-10%	-$53.4K	﹤0.01%	1031
2017 Q1	$423K	Sell	4,909 -3,521	-42%	-$253K	﹤0.01%	1083
2016 Q4	$475K	Buy	8,430 +300	+4%	+$16.5K	﹤0.01%	947
2016 Q3	$451K	Sell	8,130 -104,600	-93%	-$6.63M	﹤0.01%	949
2016 Q2	$7.64M	Sell	112,730 -34,180	-23%	-$2.1M	0.06%	128
2016 Q1	$7.95M	Buy	146,910 +5,790	+4%	+$283K	0.06%	117
2015 Q4	$7.68M	Buy	141,120 +2,385	+2%	+$105K	0.06%	119
2015 Q3	$4.7M	Buy	138,735 +122,350	+747%	+$5.11M	0.04%	166
2015 Q2	$848K	Buy	16,385 +3,115	+23%	+$157K	0.01%	520
2015 Q1	$620K	Buy	13,270 +7,460	+128%	+$265K	0.01%	647
2014 Q4	$161K	Buy	5,810 +3,790	+188%	+$108K	﹤0.01%	1270
2014 Q3	$66K	Buy	2,020 +290	+17%	+$9.57K	﹤0.01%	1734
2014 Q2	$56K	Buy	1,730 +900	+108%	+$25.1K	﹤0.01%	1811
2014 Q1	$26K	Hold	830	–	–	﹤0.01%	2223
2013 Q4	$29K	Hold	830	–	–	﹤0.01%	1970
2013 Q3	$27K	Buy	830 +300	+57%	+$9.59K	﹤0.01%	1922
2013 Q2	$15K	Buy	+530	New	+$15.7K	﹤0.01%	2091