Shelton Capital 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 | $244K | Sell |
1,581
-51
| -3% | -$7.88K | 0.01% | 580 |
|
|
2025
Q1 | $228K | Sell |
1,632
-104
| -6% | -$14.5K | 0.01% | 601 |
|
|
2024
Q4 | $254K | Hold |
1,736
| – | – | 0.01% | 575 |
|
|
2024
Q3 | $364K | Sell |
1,736
-23
| -1% | -$4.83K | 0.01% | 420 |
|
|
2024
Q2 | $370K | Sell |
1,759
-204
| -10% | -$42.9K | 0.01% | 403 |
|
|
2024
Q1 | $331K | Sell |
1,963
-97
| -5% | -$16.3K | 0.01% | 478 |
|
|
2023
Q4 | $394K | Sell |
2,060
-131
| -6% | -$25.1K | 0.01% | 379 |
|
|
2023
Q3 | $344K | Sell |
2,191
-92
| -4% | -$14.4K | 0.01% | 404 |
|
|
2023
Q2 | $329K | Hold |
2,283
| – | – | 0.01% | 443 |
|
|
2023
Q1 | $354K | Sell |
2,283
-14
| -0.6% | -$2.17K | 0.01% | 395 |
|
|
2022
Q4 | $248K | Sell |
2,297
-100
| -4% | -$10.8K | 0.03% | 525 |
|
|
2022
Q3 | $226K | Hold |
2,397
| – | – | 0.01% | 574 |
|
|
2022
Q2 | $242K | Hold |
2,397
| – | – | 0.01% | 579 |
|
|
2022
Q1 | $400K | Sell |
2,397
-16,000
| -87% | -$2.67M | 0.01% | 421 |
|
|
2021
Q4 | $3.04M | Sell |
18,397
-97
| -0.5% | -$16K | 0.11% | 193 |
|
|
2021
Q3 | $3.16M | Buy |
18,494
+4,000
| +28% | +$684K | 0.12% | 180 |
|
|
2021
Q2 | $3.22M | Hold |
14,494
| – | – | 0.12% | 181 |
|
|
2021
Q1 | $3.43M | Buy |
14,494
+3,000
| +26% | +$710K | 0.12% | 167 |
|
|
2020
Q4 | $2.64M | Sell |
11,494
-176
| -2% | -$40.4K | 0.12% | 169 |
|
|
2020
Q3 | $2.11M | Hold |
11,670
| – | – | 0.09% | 247 |
|
|
2020
Q2 | $1.75M | Sell |
11,670
-128
| -1% | -$19.2K | 0.1% | 190 |
|
|
2020
Q1 | $1.56M | Buy |
11,798
+1,064
| +10% | +$140K | 0.11% | 168 |
|
|
2019
Q4 | $2.21M | Sell |
10,734
-342
| -3% | -$70.5K | 0.12% | 156 |
|
|
2019
Q3 | $1.86M | Buy |
11,076
+200
| +2% | +$33.6K | 0.11% | 167 |
|
|
2019
Q2 | $2.05M | Buy |
10,876
+9,653
| +789% | +$1.82M | 0.12% | 164 |
|
|
2019
Q1 | $8K | Sell |
1,223
-6,977
| -85% | -$45.6K | 0.03% | 458 |
|
|
2018
Q4 | $767K | Sell |
8,200
-100
| -1% | -$9.35K | 0.05% | 239 |
|
|
2018
Q3 | $979K | Buy |
8,300
+100
| +1% | +$11.8K | 0.06% | 236 |
|
|
2018
Q2 | $705K | Buy |
8,200
+1,900
| +30% | +$163K | 0.04% | 276 |
|
|
2018
Q1 | $636K | Buy |
6,300
+800
| +15% | +$80.8K | 0.04% | 305 |
|
|
2017
Q4 | $950K | Buy |
5,500
+200
| +4% | +$34.5K | 0.06% | 236 |
|
|
2017
Q3 | $683K | Hold |
5,300
| – | – | 0.05% | 285 |
|
|
2017
Q2 | $579K | Hold |
5,300
| – | – | 0.04% | 324 |
|
|
2017
Q1 | $456K | Sell |
5,300
-2,700
| -34% | -$232K | 0.03% | 397 |
|
|
2016
Q4 | $450K | Sell |
8,000
-2,500
| -24% | -$141K | 0.03% | 399 |
|
|
2016
Q3 | $583K | Hold |
10,500
| – | – | 0.05% | 318 |
|
|
2016
Q2 | $712K | Hold |
10,500
| – | – | 0.06% | 269 |
|
|
2016
Q1 | $568K | Sell |
10,500
-9,500
| -48% | -$514K | 0.05% | 322 |
|
|
2015
Q4 | $1.09M | Sell |
20,000
-200
| -1% | -$10.9K | 0.11% | 178 |
|
|
2015
Q3 | $685K | Hold |
20,200
| – | – | 0.08% | 241 |
|
|
2015
Q2 | $1.05M | Hold |
20,200
| – | – | 0.11% | 173 |
|
|
2015
Q1 | $944K | Hold |
20,200
| – | – | 0.1% | 198 |
|
|
2014
Q4 | $561K | Buy |
20,200
+6,600
| +49% | +$183K | 0.07% | 326 |
|
|
2014
Q3 | $444K | Buy |
13,600
+1,000
| +8% | +$32.6K | 0.06% | 385 |
|
|
2014
Q2 | $404K | Buy |
12,600
+3,400
| +37% | +$109K | 0.06% | 426 |
|
|
2014
Q1 | $294K | Buy |
+9,200
| New | +$294K | 0.04% | 541 |
|