Carson Wealth (CWM LLC)’s Ericsson ERIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66K | Sell |
7,769
-668
| -8% | -$5.68K | ﹤0.01% | 3053 |
|
|
2025
Q1 | $65K | Sell |
8,437
-252
| -3% | -$1.94K | ﹤0.01% | 2750 |
|
|
2024
Q4 | $70K | Buy |
8,689
+277
| +3% | +$2.23K | ﹤0.01% | 2528 |
|
|
2024
Q3 | $64K | Buy |
8,412
+1,133
| +16% | +$8.62K | ﹤0.01% | 2503 |
|
|
2024
Q2 | $45K | Buy |
7,279
+1,475
| +25% | +$9.12K | ﹤0.01% | 2537 |
|
|
2024
Q1 | $32K | Buy |
5,804
+1,334
| +30% | +$7.36K | ﹤0.01% | 2597 |
|
|
2023
Q4 | $28K | Sell |
4,470
-67
| -1% | -$420 | ﹤0.01% | 2553 |
|
|
2023
Q3 | $22K | Buy |
4,537
+1,247
| +38% | +$6.05K | ﹤0.01% | 2621 |
|
|
2023
Q2 | $18K | Buy |
3,290
+933
| +40% | +$5.11K | ﹤0.01% | 2703 |
|
|
2023
Q1 | $14K | Buy |
2,357
+834
| +55% | +$4.95K | ﹤0.01% | 2732 |
|
|
2022
Q4 | $9K | Sell |
1,523
-443
| -23% | -$2.62K | ﹤0.01% | 2839 |
|
|
2022
Q3 | $11K | Sell |
1,966
-1,078
| -35% | -$6.03K | ﹤0.01% | 2616 |
|
|
2022
Q2 | $23K | Buy |
3,044
+2,102
| +223% | +$15.9K | ﹤0.01% | 2026 |
|
|
2022
Q1 | $9K | Buy |
942
+377
| +67% | +$3.6K | ﹤0.01% | 2524 |
|
|
2021
Q4 | $6K | Buy |
+565
| New | +$6K | ﹤0.01% | 2614 |
|
|
2021
Q2 | $12K | Hold |
928
| – | – | ﹤0.01% | 2012 |
|
|
2021
Q1 | $12K | Hold |
928
| – | – | ﹤0.01% | 2012 |
|
|
2020
Q4 | $12K | Hold |
928
| – | – | ﹤0.01% | 2012 |
|
|
2020
Q3 | $12K | Hold |
928
| – | – | ﹤0.01% | 2012 |
|
|
2020
Q2 | $12K | Hold |
928
| – | – | ﹤0.01% | 2012 |
|
|
2020
Q1 | $12K | Hold |
928
| – | – | ﹤0.01% | 2012 |
|
|
2019
Q4 | $12K | Hold |
928
| – | – | ﹤0.01% | 2012 |
|
|
2019
Q3 | $12K | Hold |
928
| – | – | ﹤0.01% | 2012 |
|
|
2019
Q2 | $12K | Hold |
928
| – | – | ﹤0.01% | 2012 |
|
|
2019
Q1 | $12K | Sell |
928
-307
| -25% | -$3.97K | ﹤0.01% | 2012 |
|
|
2018
Q4 | $11K | Buy |
+1,235
| New | +$11K | ﹤0.01% | 1296 |
|
|
2018
Q3 | – | Sell |
-276
| Closed | -$2K | – | 1872 |
|
|
2018
Q2 | $2K | Hold |
276
| – | – | ﹤0.01% | 1366 |
|
|
2018
Q1 | $2K | Hold |
276
| – | – | ﹤0.01% | 1163 |
|
|
2017
Q4 | $2K | Buy |
+276
| New | +$2K | ﹤0.01% | 1265 |
|
|
2017
Q3 | – | Sell |
-55
| Closed | – | – | 1488 |
|
|
2017
Q2 | $0 | Hold |
55
| – | – | ﹤0.01% | 1221 |
|
|
2017
Q1 | $0 | Sell |
55
-37
| -40% | – | ﹤0.01% | 1211 |
|
|
2016
Q4 | $1K | Sell |
92
-445
| -83% | -$4.84K | ﹤0.01% | 1042 |
|
|
2016
Q3 | $4K | Buy |
537
+245
| +84% | +$1.83K | ﹤0.01% | 840 |
|
|
2016
Q2 | $2K | Buy |
292
+92
| +46% | +$630 | ﹤0.01% | 709 |
|
|
2016
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 678 |
|
|
2015
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 594 |
|
|
2015
Q3 | $2K | Buy |
+200
| New | +$2K | ﹤0.01% | 573 |
|
|
2014
Q1 | – | Sell |
-200
| Closed | -$2K | – | 236 |
|
|
2013
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 538 |
|
|
2013
Q3 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 415 |
|