Personal CFO Solutions’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 | $262K | Buy |
1,699
+253
| +17% | +$39.1K | 0.05% | 374 |
|
|
2025
Q1 | $202K | Sell |
1,446
-98
| -6% | -$13.7K | 0.04% | 429 |
|
|
2024
Q4 | $226K | Sell |
1,544
-34
| -2% | -$4.97K | 0.04% | 409 |
|
|
2024
Q3 | $331K | Sell |
1,578
-322
| -17% | -$67.6K | 0.05% | 382 |
|
|
2024
Q2 | $399K | Sell |
1,900
-100
| -5% | -$21K | 0.06% | 301 |
|
|
2024
Q1 | $337K | Sell |
2,000
-382
| -16% | -$64.4K | 0.05% | 364 |
|
|
2023
Q4 | $456K | Buy |
2,382
+39
| +2% | +$7.46K | 0.08% | 250 |
|
|
2023
Q3 | $368K | Buy |
2,343
+37
| +2% | +$5.81K | 0.07% | 273 |
|
|
2023
Q2 | $332K | Buy |
2,306
+18
| +0.8% | +$2.6K | 0.07% | 308 |
|
|
2023
Q1 | $355K | Sell |
2,288
-29
| -1% | -$4.5K | 0.07% | 266 |
|
|
2022
Q4 | $250K | Buy |
+2,317
| New | +$250K | 0.05% | 353 |
|
|
2022
Q2 | – | Sell |
-1,554
| Closed | -$259K | – | 482 |
|
|
2022
Q1 | $259K | Buy |
1,554
+277
| +22% | +$46.2K | 0.05% | 374 |
|
|
2021
Q4 | $211K | Buy |
+1,277
| New | +$211K | 0.04% | 423 |
|
|
2021
Q2 | – | Sell |
-918
| Closed | -$217K | – | 460 |
|
|
2021
Q1 | $217K | Buy |
918
+23
| +3% | +$5.44K | 0.05% | 367 |
|
|
2020
Q4 | $206K | Buy |
+895
| New | +$206K | 0.05% | 346 |
|