LWAM
Legacy Wealth Asset Management’s Universal Display OLED Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Sell |
2,443
-390
| -14% | -$60.2K | 0.1% | 287 |
|
|
2025
Q1 | $395K | Sell |
2,833
-18
| -0.6% | -$2.51K | 0.11% | 267 |
|
|
2024
Q4 | $417K | Sell |
2,851
-99
| -3% | -$14.5K | 0.11% | 267 |
|
|
2024
Q3 | $619K | Sell |
2,950
-18
| -0.6% | -$3.78K | 0.17% | 202 |
|
|
2024
Q2 | $624K | Hold |
2,968
| – | – | 0.18% | 182 |
|
|
2024
Q1 | $500K | Buy |
2,968
+9
| +0.3% | +$1.52K | 0.14% | 232 |
|
|
2023
Q4 | $566K | Sell |
2,959
-24
| -0.8% | -$4.59K | 0.19% | 192 |
|
|
2023
Q3 | $468K | Sell |
2,983
-11
| -0.4% | -$1.73K | 0.17% | 210 |
|
|
2023
Q2 | $432K | Sell |
2,994
-18
| -0.6% | -$2.59K | 0.15% | 234 |
|
|
2023
Q1 | $467K | Sell |
3,012
-74
| -2% | -$11.5K | 0.17% | 206 |
|
|
2022
Q4 | $333K | Sell |
3,086
-16
| -0.5% | -$1.73K | 0.13% | 278 |
|
|
2022
Q3 | $293K | Sell |
3,102
-71
| -2% | -$6.71K | 0.13% | 265 |
|
|
2022
Q2 | $321K | Buy |
3,173
+501
| +19% | +$50.7K | 0.13% | 224 |
|
|
2022
Q1 | $446K | Buy |
2,672
+558
| +26% | +$93.1K | 0.16% | 201 |
|
|
2021
Q4 | $349K | Buy |
2,114
+447
| +27% | +$73.8K | 0.12% | 243 |
|
|
2021
Q3 | $285K | Buy |
1,667
+8
| +0.5% | +$1.37K | 0.13% | 245 |
|
|
2021
Q2 | $369K | Buy |
1,659
+29
| +2% | +$6.45K | 0.16% | 225 |
|
|
2021
Q1 | $386K | Sell |
1,630
-56
| -3% | -$13.3K | 0.18% | 213 |
|
|
2020
Q4 | $387K | Buy |
+1,686
| New | +$387K | 0.19% | 198 |
|