Rothschild Investment LLC’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 | $505K | Buy |
3,270
+1
| +0% | +$154 | 0.03% | 336 |
|
|
2025
Q1 | $456K | Sell |
3,269
-225
| -6% | -$31.4K | 0.03% | 358 |
|
|
2024
Q4 | $511K | Hold |
3,494
| – | – | 0.03% | 337 |
|
|
2024
Q3 | $733K | Sell |
3,494
-723
| -17% | -$152K | 0.05% | 284 |
|
|
2024
Q2 | $887K | Sell |
4,217
-255
| -6% | -$53.6K | 0.06% | 245 |
|
|
2024
Q1 | $753K | Hold |
4,472
| – | – | 0.05% | 270 |
|
|
2023
Q4 | $855K | Sell |
4,472
-80
| -2% | -$15.3K | 0.07% | 217 |
|
|
2023
Q3 | $715K | Hold |
4,552
| – | – | 0.06% | 253 |
|
|
2023
Q2 | $656K | Buy |
4,552
+1
| +0% | +$144 | 0.05% | 273 |
|
|
2023
Q1 | $706K | Sell |
4,551
-935
| -17% | -$145K | 0.06% | 254 |
|
|
2022
Q4 | $593K | Sell |
5,486
-250
| -4% | -$27K | 0.05% | 270 |
|
|
2022
Q3 | $541K | Sell |
5,736
-1,530
| -21% | -$144K | 0.05% | 270 |
|
|
2022
Q2 | $735K | Sell |
7,266
-1,100
| -13% | -$111K | 0.07% | 245 |
|
|
2022
Q1 | $1.4M | Sell |
8,366
-34
| -0.4% | -$5.68K | 0.11% | 184 |
|
|
2021
Q4 | $1.39M | Sell |
8,400
-105
| -1% | -$17.3K | 0.11% | 183 |
|
|
2021
Q3 | $1.45M | Buy |
8,505
+130
| +2% | +$22.2K | 0.12% | 167 |
|
|
2021
Q2 | $1.86M | Sell |
8,375
-30
| -0.4% | -$6.67K | 0.15% | 143 |
|
|
2021
Q1 | $1.99M | Sell |
8,405
-250
| -3% | -$59.2K | 0.17% | 128 |
|
|
2020
Q4 | $1.99M | Buy |
8,655
+115
| +1% | +$26.4K | 0.19% | 114 |
|
|
2020
Q3 | $1.54M | Sell |
8,540
-115
| -1% | -$20.8K | 0.17% | 125 |
|
|
2020
Q2 | $1.3M | Buy |
8,655
+5,100
| +143% | +$763K | 0.16% | 139 |
|
|
2020
Q1 | $468K | Buy |
3,555
+1,255
| +55% | +$165K | 0.06% | 251 |
|
|
2019
Q4 | $474K | Hold |
2,300
| – | – | 0.05% | 297 |
|
|
2019
Q3 | $386K | Buy |
2,300
+75
| +3% | +$12.6K | 0.05% | 285 |
|
|
2019
Q2 | $418K | Hold |
2,225
| – | – | 0.05% | 272 |
|
|
2019
Q1 | $340K | Hold |
2,225
| – | – | 0.04% | 292 |
|
|
2018
Q4 | $208K | Hold |
2,225
| – | – | 0.03% | 338 |
|
|
2018
Q3 | $262K | Buy |
+2,225
| New | +$262K | 0.03% | 322 |
|
|
2018
Q2 | – | Sell |
-2,225
| Closed | -$225K | – | 385 |
|
|
2018
Q1 | $225K | Sell |
2,225
-1,825
| -45% | -$185K | 0.03% | 341 |
|
|
2017
Q4 | $699K | Sell |
4,050
-1,450
| -26% | -$250K | 0.08% | 231 |
|
|
2017
Q3 | $709K | Sell |
5,500
-450
| -8% | -$58K | 0.08% | 228 |
|
|
2017
Q2 | $650K | Sell |
5,950
-11,160
| -65% | -$1.22M | 0.07% | 249 |
|
|
2017
Q1 | $1.47M | Sell |
17,110
-690
| -4% | -$59.4K | 0.17% | 153 |
|
|
2016
Q4 | $1M | Sell |
17,800
-2,175
| -11% | -$122K | 0.12% | 186 |
|
|
2016
Q3 | $1.11M | Sell |
19,975
-800
| -4% | -$44.4K | 0.14% | 170 |
|
|
2016
Q2 | $1.41M | Sell |
20,775
-22,665
| -52% | -$1.54M | 0.18% | 135 |
|
|
2016
Q1 | $2.35M | Sell |
43,440
-2,625
| -6% | -$142K | 0.3% | 88 |
|
|
2015
Q4 | $2.51M | Sell |
46,065
-2,175
| -5% | -$118K | 0.32% | 80 |
|
|
2015
Q3 | $1.64M | Sell |
48,240
-1,625
| -3% | -$55.1K | 0.22% | 115 |
|
|
2015
Q2 | $2.58M | Sell |
49,865
-22,310
| -31% | -$1.15M | 0.3% | 87 |
|
|
2015
Q1 | $3.37M | Buy |
72,175
+5,125
| +8% | +$240K | 0.39% | 69 |
|
|
2014
Q4 | $1.86M | Buy |
67,050
+4,350
| +7% | +$121K | 0.22% | 105 |
|
|
2014
Q3 | $2.05M | Sell |
62,700
-200
| -0.3% | -$6.53K | 0.25% | 99 |
|
|
2014
Q2 | $2.02M | Buy |
+62,900
| New | +$2.02M | 0.26% | 99 |
|