Baldwin Wealth Partners’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $303K | Buy |
35,673
+6,477
| +22% | +$54.9K | 0.02% | 182 |
|
|
2025
Q1 | $227K | Sell |
29,196
-22,720
| -44% | -$176K | 0.02% | 206 |
|
|
2024
Q4 | $418K | Buy |
51,916
+33,865
| +188% | +$273K | 0.03% | 166 |
|
|
2024
Q3 | $137K | Buy |
+18,051
| New | +$137K | 0.01% | 378 |
|
|
2021
Q4 | – | Sell |
-8,750
| Closed | -$98K | – | 634 |
|
|
2021
Q3 | $98K | Sell |
8,750
-3,000
| -26% | -$33.6K | 0.01% | 260 |
|
|
2021
Q2 | $148K | Buy |
11,750
+8,750
| +292% | +$110K | 0.02% | 230 |
|
|
2021
Q1 | $40K | Buy |
+3,000
| New | +$40K | ﹤0.01% | 367 |
|