LPL Financial’s Universal Display OLED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.25M | Sell |
46,346
-1,473
| -3% | -$163K | ﹤0.01% | 2778 |
|
|
2025
Q4 | $5.58M | Sell |
47,819
-10,744
| -18% | -$1.39M | ﹤0.01% | 2438 |
|
|
2025
Q3 | $8.41M | Sell |
58,563
-42
| -0.1% | -$6.11K | ﹤0.01% | 2031 |
|
|
2025
Q2 | $9.05M | Sell |
58,605
-1,806
| -3% | -$253K | ﹤0.01% | 1815 |
|
|
2025
Q1 | $8.43M | Buy |
60,411
+9,740
| +19% | +$1.46M | ﹤0.01% | 1728 |
|
|
2024
Q4 | $7.41M | Buy |
50,671
+9,325
| +23% | +$1.66M | ﹤0.01% | 1766 |
|
|
2024
Q3 | $8.68M | Buy |
41,346
+24,709
| +149% | +$5.01M | ﹤0.01% | 1570 |
|
|
2024
Q2 | $3.5M | Buy |
16,637
+1,474
| +10% | +$259K | ﹤0.01% | 2136 |
|
|
2024
Q1 | $2.55M | Buy |
15,163
+1,720
| +13% | +$299K | ﹤0.01% | 2324 |
|
|
2023
Q4 | $2.57M | Buy |
13,443
+698
| +5% | +$115K | ﹤0.01% | 2197 |
|
|
2023
Q3 | $2M | Buy |
12,745
+3,383
| +36% | +$514K | ﹤0.01% | 2279 |
|
|
2023
Q2 | $1.35M | Sell |
9,362
-4,973
| -35% | -$713K | ﹤0.01% | 2611 |
|
|
2023
Q1 | $2.22M | Sell |
14,335
-4,825
| -25% | -$648K | ﹤0.01% | 2061 |
|
|
2022
Q4 | $2.07M | Sell |
19,160
-38
| -0.2% | -$3.98K | ﹤0.01% | 2053 |
|
|
2022
Q3 | $1.81M | Buy |
19,198
+1,242
| +7% | +$137K | ﹤0.01% | 2062 |
|
|
2022
Q2 | $1.82M | Buy |
17,956
+200
| +1% | +$25.7K | ﹤0.01% | 2098 |
|
|
2022
Q1 | $2.96M | Buy |
17,756
+5,818
| +49% | +$903K | ﹤0.01% | 1766 |
|
|
2021
Q4 | $1.97M | Buy |
11,938
+2,625
| +28% | +$433K | ﹤0.01% | 2098 |
|
|
2021
Q3 | $1.59M | Buy |
9,313
+3,162
| +51% | +$655K | ﹤0.01% | 2234 |
|
|
2021
Q2 | $1.37M | Sell |
6,151
-1,407
| -19% | -$308K | ﹤0.01% | 2304 |
|
|
2021
Q1 | $1.79M | Sell |
7,558
-612
| -7% | -$141K | ﹤0.01% | 1925 |
|
|
2020
Q4 | $1.88M | Sell |
8,170
-326
| -4% | -$69.7K | ﹤0.01% | 1711 |
|
|
2020
Q3 | $1.54M | Buy |
8,496
+2,808
| +49% | +$480K | ﹤0.01% | 1613 |
|
|
2020
Q2 | $851K | Sell |
5,688
-1,507
| -21% | -$221K | ﹤0.01% | 1954 |
|
|
2020
Q1 | $948K | Sell |
7,195
-2,868
| -29% | -$493K | ﹤0.01% | 1648 |
|
|
2019
Q4 | $2.07M | Buy |
10,063
+2,202
| +28% | +$416K | ﹤0.01% | 1330 |
|
|
2019
Q3 | $1.32M | Sell |
7,861
-520
| -6% | -$104K | ﹤0.01% | 1540 |
|
|
2019
Q2 | $1.58M | Sell |
8,381
-2,442
| -23% | -$406K | ﹤0.01% | 1387 |
|
|
2019
Q1 | $1.65M | Sell |
10,823
-896
| -8% | -$111K | ﹤0.01% | 1304 |
|
|
2018
Q4 | $1.1M | Sell |
11,719
-6,134
| -34% | -$619K | ﹤0.01% | 1455 |
|
|
2018
Q3 | $2.1M | Sell |
17,853
-723
| -4% | -$79.5K | 0.01% | 1150 |
|
|
2018
Q2 | $1.6M | Buy |
18,576
+8,187
| +79% | +$781K | ﹤0.01% | 1279 |
|
|
2018
Q1 | $1.05M | Sell |
10,389
-7,739
| -43% | -$1.16M | ﹤0.01% | 1568 |
|
|
2017
Q4 | $3.13M | Buy |
18,128
+324
| +2% | +$51.7K | 0.01% | 843 |
|
|
2017
Q3 | $2.29M | Buy |
17,804
+1,292
| +8% | +$156K | 0.01% | 912 |
|
|
2017
Q2 | $1.8M | Buy |
+16,512
| New | +$1.74M | 0.01% | 1006 |
|
|
2016
Q3 | – | Sell |
-19,644
| Closed | -$1.3M | – | 2712 |
|
|
2016
Q2 | $1.3M | Buy |
19,644
+4,478
| +30% | +$275K | 0.01% | 1007 |
|
|
2016
Q1 | $822K | Sell |
15,166
-1,532
| -9% | -$74.9K | ﹤0.01% | 1814 |
|
|
2015
Q4 | $881K | Buy |
16,698
+10,085
| +153% | +$445K | ﹤0.01% | 1779 |
|
|
2015
Q3 | $237K | Sell |
6,613
-486
| -7% | -$20.3K | ﹤0.01% | 2393 |
|
|
2015
Q2 | $363K | Sell |
7,099
-3,091
| -30% | -$156K | ﹤0.01% | 2153 |
|
|
2015
Q1 | $479K | Buy |
10,190
+2,865
| +39% | +$102K | ﹤0.01% | 1874 |
|
|
2014
Q4 | $203K | Buy |
+7,325
| New | +$209K | ﹤0.01% | 2495 |
|
|
2014
Q3 | – | Sell |
-7,700
| Closed | -$247K | – | 2760 |
|
|
2014
Q2 | $247K | Buy |
+7,700
| New | +$215K | ﹤0.01% | 2341 |
|
Other funds holding OLED
VPM
VCM
