IFP 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 |
-86
| Closed | -$12K | – | 1861 |
|
|
2025
Q1 | $12K | Buy |
86
+14
| +19% | +$1.95K | ﹤0.01% | 2520 |
|
|
2024
Q4 | $10.5K | Buy |
72
+16
| +29% | +$2.34K | ﹤0.01% | 2510 |
|
|
2024
Q3 | $11.8K | Buy |
56
+18
| +47% | +$3.78K | ﹤0.01% | 2355 |
|
|
2024
Q2 | $7.99K | Buy |
38
+3
| +9% | +$631 | ﹤0.01% | 2419 |
|
|
2024
Q1 | $5.9K | Sell |
35
-152
| -81% | -$25.6K | ﹤0.01% | 2410 |
|
|
2023
Q4 | $35.8K | Buy |
187
+112
| +149% | +$21.4K | ﹤0.01% | 1679 |
|
|
2023
Q3 | $11.8K | Hold |
75
| – | – | ﹤0.01% | 2186 |
|
|
2023
Q2 | $10.8K | Buy |
+75
| New | +$10.8K | ﹤0.01% | 2276 |
|
|
2023
Q1 | – | Sell |
-68
| Closed | -$8K | – | 4111 |
|
|
2022
Q4 | $8K | Sell |
68
-598
| -90% | -$70.4K | ﹤0.01% | 3542 |
|
|
2022
Q3 | $58K | Buy |
666
+18
| +3% | +$1.57K | ﹤0.01% | 2262 |
|
|
2022
Q2 | $57K | Hold |
648
| – | – | ﹤0.01% | 2071 |
|
|
2022
Q1 | $57K | Sell |
648
-629
| -49% | -$55.3K | ﹤0.01% | 2071 |
|
|
2021
Q4 | $208K | Buy |
1,277
+587
| +85% | +$95.6K | ﹤0.01% | 919 |
|
|
2021
Q3 | $117K | Sell |
690
-3
| -0.4% | -$509 | ﹤0.01% | 1184 |
|
|
2021
Q2 | $154K | Sell |
693
-4
| -0.6% | -$889 | ﹤0.01% | 1037 |
|
|
2021
Q1 | $165K | Buy |
697
+84
| +14% | +$19.9K | ﹤0.01% | 932 |
|
|
2020
Q4 | $143K | Sell |
613
-12
| -2% | -$2.8K | 0.01% | 957 |
|
|
2020
Q3 | $113K | Sell |
625
-65
| -9% | -$11.8K | 0.01% | 935 |
|
|
2020
Q2 | $101K | Buy |
690
+113
| +20% | +$16.5K | 0.01% | 922 |
|
|
2020
Q1 | $84K | Sell |
577
-246
| -30% | -$35.8K | 0.01% | 906 |
|
|
2019
Q4 | $173K | Sell |
823
-18
| -2% | -$3.78K | 0.01% | 719 |
|
|
2019
Q3 | $139K | Buy |
+841
| New | +$139K | 0.01% | 906 |
|
|
2019
Q1 | $38K | Sell |
250
-497
| -67% | -$75.5K | 0.01% | 1080 |
|
|
2018
Q4 | $69K | Sell |
747
-5,844
| -89% | -$540K | ﹤0.01% | 1399 |
|
|
2018
Q3 | $777K | Buy |
6,591
+1,411
| +27% | +$166K | 0.03% | 515 |
|
|
2018
Q2 | $446K | Buy |
5,180
+4,730
| +1,051% | +$407K | 0.02% | 701 |
|
|
2018
Q1 | $78K | Hold |
450
| – | – | ﹤0.01% | 1532 |
|
|
2017
Q4 | $78K | Sell |
450
-971
| -68% | -$168K | ﹤0.01% | 1529 |
|
|
2017
Q3 | $183K | Buy |
1,421
+341
| +32% | +$43.9K | 0.01% | 1188 |
|
|
2017
Q2 | $118K | Buy |
1,080
+815
| +308% | +$89K | 0.01% | 1434 |
|
|
2017
Q1 | $23K | Buy |
265
+123
| +87% | +$10.7K | ﹤0.01% | 2381 |
|
|
2016
Q4 | $8K | Hold |
142
| – | – | ﹤0.01% | 3025 |
|
|
2016
Q3 | $8K | Hold |
142
| – | – | ﹤0.01% | 2965 |
|
|
2016
Q2 | $10K | Sell |
142
-108
| -43% | -$7.61K | ﹤0.01% | 2737 |
|
|
2016
Q1 | $38K | Buy |
250
+40
| +19% | +$6.08K | 0.01% | 1080 |
|
|
2015
Q4 | $11K | Buy |
+210
| New | +$11K | ﹤0.01% | 2517 |
|