Integrated Wealth Concepts’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
$535K Sell
3,464
-566
-14% -$87.4K 0.01% 1235
2025
Q1
$562K Sell
4,030
-96
-2% -$13.4K 0.01% 1093
2024
Q4
$603K Buy
4,126
+1,237
+43% +$181K 0.01% 1043
2024
Q3
$607K Buy
+2,889
New +$607K 0.01% 1002