HighTower 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 | $920K | Sell |
5,958
-875
| -13% | -$135K | ﹤0.01% | 2063 |
|
|
2025
Q1 | $953K | Buy |
6,833
+1,108
| +19% | +$155K | ﹤0.01% | 1988 |
|
|
2024
Q4 | $837K | Sell |
5,725
-407
| -7% | -$59.5K | ﹤0.01% | 2083 |
|
|
2024
Q3 | $1.29M | Buy |
6,132
+1,048
| +21% | +$220K | ﹤0.01% | 1769 |
|
|
2024
Q2 | $1.07M | Buy |
5,084
+22
| +0.4% | +$4.62K | ﹤0.01% | 1808 |
|
|
2024
Q1 | $867K | Sell |
5,062
-417
| -8% | -$71.4K | ﹤0.01% | 1885 |
|
|
2023
Q4 | $1.05M | Sell |
5,479
-621
| -10% | -$119K | ﹤0.01% | 1809 |
|
|
2023
Q3 | $957K | Sell |
6,100
-127
| -2% | -$19.9K | ﹤0.01% | 1789 |
|
|
2023
Q2 | $898K | Sell |
6,227
-2,448
| -28% | -$353K | ﹤0.01% | 1817 |
|
|
2023
Q1 | $1.35M | Buy |
8,675
+2,610
| +43% | +$405K | ﹤0.01% | 1517 |
|
|
2022
Q4 | $656K | Buy |
6,065
+723
| +14% | +$78.2K | ﹤0.01% | 1925 |
|
|
2022
Q3 | $504K | Sell |
5,342
-3,748
| -41% | -$354K | ﹤0.01% | 2011 |
|
|
2022
Q2 | $922K | Sell |
9,090
-557
| -6% | -$56.5K | ﹤0.01% | 1682 |
|
|
2022
Q1 | $1.61M | Buy |
9,647
+189
| +2% | +$31.5K | ﹤0.01% | 1499 |
|
|
2021
Q4 | $1.56M | Buy |
9,458
+4,585
| +94% | +$758K | ﹤0.01% | 1497 |
|
|
2021
Q3 | $834K | Sell |
4,873
-131
| -3% | -$22.4K | ﹤0.01% | 1758 |
|
|
2021
Q2 | $1.11M | Buy |
5,004
+108
| +2% | +$24K | ﹤0.01% | 1570 |
|
|
2021
Q1 | $1.16M | Sell |
4,896
-32
| -0.6% | -$7.56K | ﹤0.01% | 1475 |
|
|
2020
Q4 | $1.13M | Buy |
4,928
+361
| +8% | +$83K | ﹤0.01% | 1187 |
|
|
2020
Q3 | $824K | Sell |
4,567
-96
| -2% | -$17.3K | ﹤0.01% | 1310 |
|
|
2020
Q2 | $697K | Buy |
4,663
+749
| +19% | +$112K | ﹤0.01% | 1287 |
|
|
2020
Q1 | $517K | Buy |
3,914
+448
| +13% | +$59.2K | ﹤0.01% | 1308 |
|
|
2019
Q4 | $712K | Buy |
3,466
+410
| +13% | +$84.2K | ﹤0.01% | 1283 |
|
|
2019
Q3 | $514K | Sell |
3,056
-1,235
| -29% | -$208K | ﹤0.01% | 1499 |
|
|
2019
Q2 | $808K | Sell |
4,291
-10,126
| -70% | -$1.91M | ﹤0.01% | 1297 |
|
|
2019
Q1 | $2.2M | Buy |
14,417
+91
| +0.6% | +$13.9K | 0.01% | 814 |
|
|
2018
Q4 | $1.34M | Sell |
14,326
-2,000
| -12% | -$187K | 0.01% | 922 |
|
|
2018
Q3 | $1.93M | Sell |
16,326
-25
| -0.2% | -$2.95K | 0.01% | 851 |
|
|
2018
Q2 | $1.41M | Sell |
16,351
-575
| -3% | -$49.4K | 0.01% | 982 |
|
|
2018
Q1 | $1.71M | Sell |
16,926
-2,163
| -11% | -$219K | 0.01% | 862 |
|
|
2017
Q4 | $3.3M | Sell |
19,089
-6,336
| -25% | -$1.09M | 0.03% | 646 |
|
|
2017
Q3 | $3.28M | Sell |
25,425
-3,596
| -12% | -$463K | 0.03% | 638 |
|
|
2017
Q2 | $3.17M | Buy |
29,021
+11,422
| +65% | +$1.25M | 0.03% | 629 |
|
|
2017
Q1 | $1.52M | Buy |
17,599
+3,554
| +25% | +$307K | 0.01% | 859 |
|
|
2016
Q4 | $791K | Buy |
14,045
+58
| +0.4% | +$3.27K | 0.01% | 1068 |
|
|
2016
Q3 | $777K | Buy |
13,987
+100
| +0.7% | +$5.56K | 0.01% | 1022 |
|
|
2016
Q2 | $942K | Hold |
13,887
| – | – | 0.01% | 907 |
|
|
2016
Q1 | $752K | Hold |
13,887
| – | – | ﹤0.01% | 1113 |
|
|
2015
Q4 | $756K | Buy |
13,887
+87
| +0.6% | +$4.74K | 0.01% | 1113 |
|
|
2015
Q3 | $468K | Sell |
13,800
-25,880
| -65% | -$878K | 0.01% | 1231 |
|
|
2015
Q2 | $2.05M | Buy |
39,680
+9,365
| +31% | +$485K | 0.03% | 535 |
|
|
2015
Q1 | $1.42M | Buy |
30,315
+1,500
| +5% | +$70.1K | 0.02% | 695 |
|
|
2014
Q4 | $800K | Buy |
28,815
+1,360
| +5% | +$37.8K | 0.01% | 876 |
|
|
2014
Q3 | $893K | Buy |
+27,455
| New | +$893K | 0.02% | 821 |
|
|
2014
Q2 | – | Sell |
-9,000
| Closed | -$287K | – | 1587 |
|
|
2014
Q1 | $287K | Buy |
+9,000
| New | +$287K | 0.01% | 1180 |
|