HCR Wealth Advisors’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 | – | Sell |
-2,000
| Closed | -$279K | – | 242 |
|
|
2025
Q1 | $279K | Hold |
2,000
| – | – | 0.04% | 189 |
|
|
2024
Q4 | $292K | Hold |
2,000
| – | – | 0.04% | 182 |
|
|
2024
Q3 | $420K | Hold |
2,000
| – | – | 0.05% | 155 |
|
|
2024
Q2 | $421K | Hold |
2,000
| – | – | 0.06% | 143 |
|
|
2024
Q1 | $337K | Hold |
2,000
| – | – | 0.05% | 158 |
|
|
2023
Q4 | $383K | Hold |
2,000
| – | – | 0.06% | 137 |
|
|
2023
Q3 | $314K | Hold |
2,000
| – | – | 0.07% | 126 |
|
|
2023
Q2 | $288K | Hold |
2,000
| – | – | 0.05% | 141 |
|
|
2023
Q1 | $310K | Hold |
2,000
| – | – | 0.06% | 136 |
|
|
2022
Q4 | $216K | Buy |
+2,000
| New | +$216K | 0.05% | 160 |
|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$202K | – | 177 |
|
|
2022
Q2 | $202K | Hold |
2,000
| – | – | 0.04% | 166 |
|
|
2022
Q1 | $334K | Hold |
2,000
| – | – | 0.05% | 148 |
|
|
2021
Q4 | $330K | Hold |
2,000
| – | – | 0.05% | 160 |
|
|
2021
Q3 | $342K | Buy |
2,000
+200
| +11% | +$34.2K | 0.06% | 160 |
|
|
2021
Q2 | $400K | Hold |
1,800
| – | – | 0.07% | 145 |
|
|
2021
Q1 | $426K | Sell |
1,800
-750
| -29% | -$178K | 0.08% | 134 |
|
|
2020
Q4 | $586K | Sell |
2,550
-300
| -11% | -$68.9K | 0.12% | 109 |
|
|
2020
Q3 | $515K | Buy |
2,850
+300
| +12% | +$54.2K | 0.12% | 104 |
|
|
2020
Q2 | $375K | Sell |
2,550
-250
| -9% | -$36.8K | 0.09% | 109 |
|
|
2020
Q1 | $369K | Buy |
2,800
+1,000
| +56% | +$132K | 0.11% | 106 |
|
|
2019
Q4 | $371K | Hold |
1,800
| – | – | 0.09% | 117 |
|
|
2019
Q3 | $302K | Hold |
1,800
| – | – | 0.1% | 123 |
|
|
2019
Q2 | $339K | Sell |
1,800
-10
| -0.6% | -$1.88K | 0.1% | 119 |
|
|
2019
Q1 | $277K | Buy |
+1,810
| New | +$277K | 0.08% | 145 |
|
|
2018
Q4 | – | Sell |
-1,810
| Closed | -$201K | – | 169 |
|
|
2018
Q3 | $201K | Buy |
+1,810
| New | +$201K | 0.07% | 149 |
|