Perigon Wealth Management’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 |
-2,709
| Closed | -$378K | – | 1090 |
|
|
2025
Q1 | $378K | Buy |
2,709
+127
| +5% | +$17.7K | 0.01% | 727 |
|
|
2024
Q4 | $380K | Buy |
2,582
+398
| +18% | +$58.6K | 0.01% | 730 |
|
|
2024
Q3 | $458K | Buy |
2,184
+45
| +2% | +$9.45K | 0.01% | 641 |
|
|
2024
Q2 | $450K | Sell |
2,139
-109
| -5% | -$22.9K | 0.01% | 563 |
|
|
2024
Q1 | $379K | Sell |
2,248
-16
| -0.7% | -$2.7K | 0.01% | 610 |
|
|
2023
Q4 | $433K | Buy |
2,264
+9
| +0.4% | +$1.72K | 0.01% | 540 |
|
|
2023
Q3 | $354K | Buy |
2,255
+62
| +3% | +$9.73K | 0.01% | 535 |
|
|
2023
Q2 | $316K | Buy |
2,193
+7
| +0.3% | +$1.01K | 0.01% | 587 |
|
|
2023
Q1 | $339K | Sell |
2,186
-237
| -10% | -$36.8K | 0.02% | 504 |
|
|
2022
Q4 | $262K | Buy |
2,423
+113
| +5% | +$12.2K | 0.02% | 573 |
|
|
2022
Q3 | $218K | Sell |
2,310
-684
| -23% | -$64.6K | 0.02% | 517 |
|
|
2022
Q2 | $303K | Sell |
2,994
-954
| -24% | -$96.5K | 0.03% | 428 |
|
|
2022
Q1 | $659K | Sell |
3,948
-95
| -2% | -$15.9K | 0.05% | 298 |
|
|
2021
Q4 | $667K | Buy |
4,043
+1,224
| +43% | +$202K | 0.05% | 282 |
|
|
2021
Q3 | $482K | Buy |
2,819
+43
| +2% | +$7.35K | 0.04% | 311 |
|
|
2021
Q2 | $617K | Buy |
2,776
+32
| +1% | +$7.11K | 0.05% | 263 |
|
|
2021
Q1 | $650K | Sell |
2,744
-499
| -15% | -$118K | 0.07% | 245 |
|
|
2020
Q4 | $745K | Buy |
3,243
+503
| +18% | +$116K | 0.09% | 186 |
|
|
2020
Q3 | $495K | Buy |
+2,740
| New | +$495K | 0.07% | 223 |
|
|
2020
Q2 | – | Sell |
-1,492
| Closed | -$206K | – | 354 |
|
|
2020
Q1 | $206K | Buy |
1,492
+9
| +0.6% | +$1.24K | 0.04% | 293 |
|
|
2019
Q4 | $314K | Buy |
+1,483
| New | +$314K | 0.06% | 188 |
|