Venturi 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 |
-2,664
| Closed | -$372K | – | 592 |
|
|
2025
Q1 | $372K | Buy |
2,664
+1,075
| +68% | +$150K | 0.02% | 390 |
|
|
2024
Q4 | $232K | Sell |
1,589
-150
| -9% | -$21.9K | 0.01% | 506 |
|
|
2024
Q3 | $365K | Buy |
1,739
+1,321
| +316% | +$277K | 0.02% | 340 |
|
|
2024
Q2 | $87.9K | Buy |
418
+347
| +489% | +$73K | 0.01% | 528 |
|
|
2024
Q1 | $12K | Sell |
71
-5,257
| -99% | -$889K | ﹤0.01% | 882 |
|
|
2023
Q4 | $1.02M | Sell |
5,328
-302
| -5% | -$57.8K | 0.07% | 165 |
|
|
2023
Q3 | $884K | Buy |
+5,630
| New | +$884K | 0.07% | 179 |
|
|
2023
Q2 | – | Sell |
-7
| Closed | -$1.09K | – | 1208 |
|
|
2023
Q1 | $1.09K | Buy |
+7
| New | +$1.09K | ﹤0.01% | 1100 |
|