Creative Planning’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Sell |
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|
2025
Q1 | $242K | Buy |
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|
2024
Q4 | $156K | Buy |
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|
2024
Q3 | $111K | Buy |
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|
2024
Q2 | $90.3K | Buy |
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|
2024
Q1 | $67.2K | Buy |
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|
2023
Q4 | $76.8K | Sell |
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|
2023
Q3 | $75.9K | Sell |
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|
2023
Q2 | $112K | Buy |
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|
2023
Q1 | $113K | Sell |
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|
2022
Q4 | $160K | Buy |
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|
2022
Q3 | $153K | Sell |
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|
2022
Q2 | $293K | Buy |
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|
2022
Q1 | $278K | Buy |
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|
2021
Q4 | $319K | Sell |
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|
2021
Q3 | $357K | Sell |
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|
2021
Q2 | $433K | Sell |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $676K | Buy |
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|
2020
Q2 | $177K | Buy |
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|
2020
Q1 | $150K | Sell |
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|
2019
Q4 | $169K | Buy |
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|
2019
Q3 | $131K | Sell |
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|
2019
Q2 | $180K | Buy |
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|
2019
Q1 | $99K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $306K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $41K | Sell |
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|
2017
Q1 | $50K | Sell |
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|
2016
Q4 | $54K | Buy |
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|
2016
Q3 | $58K | Buy |
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|
2016
Q2 | $52K | Sell |
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|
2016
Q1 | $107K | Sell |
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|
2015
Q4 | $143K | Buy |
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|
2015
Q3 | $104K | Sell |
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|
2015
Q2 | $116K | Buy |
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|
2015
Q1 | $134K | Sell |
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|
2014
Q4 | $140K | Buy |
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|
2014
Q3 | $123K | Buy |
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|
2014
Q2 | $103K | Buy |
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|
2014
Q1 | $102K | Buy |
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|
2013
Q4 | $73K | Buy |
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|
2013
Q3 | $69K | Buy |
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|
2013
Q2 | $45K | Buy |
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