Montag & Associates’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 | $1.71M | Buy |
11,040
+2
| +0% | +$309 | 0.08% | 180 |
|
|
2025
Q1 | $1.54M | Sell |
11,038
-1,677
| -13% | -$234K | 0.08% | 193 |
|
|
2024
Q4 | $1.86M | Sell |
12,715
-276
| -2% | -$40.4K | 0.09% | 185 |
|
|
2024
Q3 | $2.73M | Sell |
12,991
-2,125
| -14% | -$446K | 0.13% | 151 |
|
|
2024
Q2 | $3.18M | Buy |
15,116
+3,268
| +28% | +$687K | 0.16% | 125 |
|
|
2024
Q1 | $2M | Buy |
11,848
+2,655
| +29% | +$447K | 0.1% | 174 |
|
|
2023
Q4 | $1.76M | Buy |
9,193
+275
| +3% | +$52.6K | 0.1% | 172 |
|
|
2023
Q3 | $1.4M | Hold |
8,918
| – | – | 0.09% | 181 |
|
|
2023
Q2 | $1.29M | Hold |
8,918
| – | – | 0.08% | 182 |
|
|
2023
Q1 | $1.38M | Hold |
8,918
| – | – | 0.09% | 170 |
|
|
2022
Q4 | $964K | Hold |
8,918
| – | – | 0.06% | 208 |
|
|
2022
Q3 | $841K | Hold |
8,918
| – | – | 0.06% | 218 |
|
|
2022
Q2 | $902K | Hold |
8,918
| – | – | 0.06% | 217 |
|
|
2022
Q1 | $1.49M | Hold |
8,918
| – | – | 0.08% | 193 |
|
|
2021
Q4 | $1.47M | Hold |
8,918
| – | – | 0.07% | 201 |
|
|
2021
Q3 | $1.53M | Hold |
8,918
| – | – | 0.08% | 193 |
|
|
2021
Q2 | $1.98M | Hold |
8,918
| – | – | 0.11% | 169 |
|
|
2021
Q1 | $2.11M | Hold |
8,918
| – | – | 0.12% | 162 |
|
|
2020
Q4 | $2.05M | Hold |
8,918
| – | – | 0.13% | 146 |
|
|
2020
Q3 | $1.61M | Hold |
8,918
| – | – | 0.13% | 153 |
|
|
2020
Q2 | $1.33M | Hold |
8,918
| – | – | 0.12% | 154 |
|
|
2020
Q1 | $1.18M | Buy |
8,918
+1,798
| +25% | +$237K | 0.12% | 156 |
|
|
2019
Q4 | $1.47M | Hold |
7,120
| – | – | 0.12% | 157 |
|
|
2019
Q3 | $1.2M | Hold |
7,120
| – | – | 0.1% | 171 |
|
|
2019
Q2 | $1.34M | Hold |
7,120
| – | – | 0.12% | 152 |
|
|
2019
Q1 | $1.09M | Hold |
7,120
| – | – | 0.1% | 162 |
|
|
2018
Q4 | $666K | Buy |
+7,120
| New | +$666K | 0.07% | 178 |
|
|
2018
Q1 | – | Sell |
-2,005
| Closed | -$346K | – | 296 |
|
|
2017
Q4 | $346K | Buy |
+2,005
| New | +$346K | 0.03% | 233 |
|