Waverly Advisors’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 | $242K | Sell |
1,568
-24
| -2% | -$3.71K | ﹤0.01% | 1053 |
|
|
2025
Q1 | $222K | Buy |
+1,592
| New | +$222K | ﹤0.01% | 1028 |
|
|
2015
Q2 | – | Sell |
-350
| Closed | -$16K | – | 387 |
|
|
2015
Q1 | $16K | Hold |
350
| – | – | 0.01% | 217 |
|
|
2014
Q4 | $10K | Hold |
350
| – | – | 0.01% | 314 |
|
|
2014
Q3 | $11K | Hold |
350
| – | – | 0.01% | 459 |
|
|
2014
Q2 | $11K | Hold |
350
| – | – | ﹤0.01% | 427 |
|
|
2014
Q1 | $11K | Hold |
350
| – | – | 0.01% | 405 |
|
|
2013
Q4 | $12K | Buy |
+350
| New | +$12K | ﹤0.01% | 531 |
|