CAG
Crestwood Advisors Group’s Universal Display OLED Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20.3M | Buy |
131,706
+391
| +0.3% | +$60.4K | 0.36% | 74 |
|
2025
Q1 | $18.3M | Sell |
131,315
-3,192
| -2% | -$445K | 0.35% | 73 |
|
2024
Q4 | $19.7M | Buy |
134,507
+1,477
| +1% | +$216K | 0.37% | 70 |
|
2024
Q3 | $27.9M | Buy |
133,030
+286
| +0.2% | +$60K | 0.53% | 63 |
|
2024
Q2 | $27.9M | Sell |
132,744
-80
| -0.1% | -$16.8K | 0.58% | 53 |
|
2024
Q1 | $22.4M | Sell |
132,824
-465
| -0.3% | -$78.3K | 0.49% | 61 |
|
2023
Q4 | $25.5M | Sell |
133,289
-73
| -0.1% | -$14K | 0.59% | 49 |
|
2023
Q3 | $20.9M | Buy |
+133,362
| New | +$20.9M | 0.55% | 51 |
|