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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $565K | Buy |
50,139
+24,424
| +95% | +$264K | ﹤0.01% | 2941 |
|
|
2025
Q4 | $248K | Buy |
25,715
+3,540
| +16% | +$33.5K | ﹤0.01% | 3379 |
|
|
2025
Q3 | $183K | Sell |
22,175
-1,120
| -5% | -$8.76K | ﹤0.01% | 3524 |
|
|
2025
Q2 | $198K | Sell |
23,295
-7,951
| -25% | -$65.3K | ﹤0.01% | 3228 |
|
|
2025
Q1 | $242K | Buy |
31,246
+11,928
| +62% | +$96.3K | ﹤0.01% | 2914 |
|
|
2024
Q4 | $156K | Buy |
19,318
+4,610
| +31% | +$37.5K | ﹤0.01% | 3054 |
|
|
2024
Q3 | $111K | Buy |
14,708
+70
| +0.5% | +$490 | ﹤0.01% | 2995 |
|
|
2024
Q2 | $90.3K | Buy |
14,638
+2,442
| +20% | +$13.6K | ﹤0.01% | 2861 |
|
|
2024
Q1 | $67.2K | Buy |
12,196
+8
| +0.1% | +$45 | ﹤0.01% | 2756 |
|
|
2023
Q4 | $76.8K | Sell |
12,188
-3,430
| -22% | -$17.4K | ﹤0.01% | 2603 |
|
|
2023
Q3 | $75.9K | Sell |
15,618
-5,020
| -24% | -$25.5K | ﹤0.01% | 2428 |
|
|
2023
Q2 | $112K | Buy |
20,638
+1,254
| +6% | +$6.73K | ﹤0.01% | 2327 |
|
|
2023
Q1 | $113K | Sell |
19,384
-8,036
| -29% | -$45.8K | ﹤0.01% | 2239 |
|
|
2022
Q4 | $160K | Buy |
27,420
+826
| +3% | +$4.96K | ﹤0.01% | 2065 |
|
|
2022
Q3 | $153K | Sell |
26,594
-12,941
| -33% | -$92.7K | ﹤0.01% | 1968 |
|
|
2022
Q2 | $293K | Buy |
39,535
+9,128
| +30% | +$74.6K | ﹤0.01% | 1622 |
|
|
2022
Q1 | $278K | Buy |
30,407
+1,021
| +3% | +$10.6K | ﹤0.01% | 1681 |
|
|
2021
Q4 | $319K | Sell |
29,386
-2,530
| -8% | -$27.7K | ﹤0.01% | 1576 |
|
|
2021
Q3 | $357K | Sell |
31,916
-2,535
| -7% | -$30K | ﹤0.01% | 1491 |
|
|
2021
Q2 | $433K | Sell |
34,451
-50,441
| -59% | -$675K | ﹤0.01% | 1358 |
|
|
2021
Q1 | $1.12M | Buy |
84,892
+1,188
| +1% | +$15.1K | ﹤0.01% | 968 |
|
|
2020
Q4 | $1M | Buy |
83,704
+21,669
| +35% | +$254K | ﹤0.01% | 949 |
|
|
2020
Q3 | $676K | Buy |
62,035
+43,047
| +227% | +$475K | ﹤0.01% | 975 |
|
|
2020
Q2 | $177K | Buy |
18,988
+450
| +2% | +$3.91K | ﹤0.01% | 1561 |
|
|
2020
Q1 | $150K | Sell |
18,538
-680
| -4% | -$5.56K | ﹤0.01% | 1452 |
|
|
2019
Q4 | $169K | Buy |
19,218
+2,785
| +17% | +$24.6K | ﹤0.01% | 1672 |
|
|
2019
Q3 | $131K | Sell |
16,433
-2,518
| -13% | -$21.5K | ﹤0.01% | 1684 |
|
|
2019
Q2 | $180K | Buy |
18,951
+8,190
| +76% | +$79.3K | ﹤0.01% | 1648 |
|
|
2019
Q1 | $99K | Buy |
+10,761
| New | +$97.2K | ﹤0.01% | 1711 |
|
|
2018
Q2 | – | Sell |
-47,804
| Closed | -$306K | – | 2094 |
|
|
2018
Q1 | $306K | Buy |
+47,804
| New | +$322K | ﹤0.01% | 1330 |
|
|
2017
Q3 | – | Sell |
-5,774
| Closed | -$41K | – | 2428 |
|
|
2017
Q2 | $41K | Sell |
5,774
-1,734
| -23% | -$11.8K | ﹤0.01% | 2663 |
|
|
2017
Q1 | $50K | Sell |
7,508
-1,682
| -18% | -$10.4K | ﹤0.01% | 2474 |
|
|
2016
Q4 | $54K | Buy |
9,190
+1,093
| +13% | +$6.03K | ﹤0.01% | 2329 |
|
|
2016
Q3 | $58K | Buy |
8,097
+1,346
| +20% | +$9.76K | ﹤0.01% | 2241 |
|
|
2016
Q2 | $52K | Sell |
6,751
-3,928
| -37% | -$32.2K | ﹤0.01% | 2115 |
|
|
2016
Q1 | $107K | Sell |
10,679
-4,229
| -28% | -$39K | ﹤0.01% | 1576 |
|
|
2015
Q4 | $143K | Buy |
14,908
+4,285
| +40% | +$41.7K | ﹤0.01% | 1419 |
|
|
2015
Q3 | $104K | Sell |
10,623
-455
| -4% | -$4.6K | ﹤0.01% | 1573 |
|
|
2015
Q2 | $116K | Buy |
11,078
+439
| +4% | +$5.08K | ﹤0.01% | 964 |
|
|
2015
Q1 | $134K | Sell |
10,639
-931
| -8% | -$11.7K | ﹤0.01% | 1410 |
|
|
2014
Q4 | $140K | Buy |
11,570
+1,780
| +18% | +$21.4K | ﹤0.01% | 1354 |
|
|
2014
Q3 | $123K | Buy |
9,790
+1,240
| +15% | +$15.4K | ﹤0.01% | 1339 |
|
|
2014
Q2 | $103K | Buy |
8,550
+920
| +12% | +$11.5K | ﹤0.01% | 1411 |
|
|
2014
Q1 | $102K | Buy |
7,630
+1,681
| +28% | +$21K | ﹤0.01% | 1392 |
|
|
2013
Q4 | $73K | Buy |
5,949
+798
| +15% | +$9.92K | ﹤0.01% | 1370 |
|
|
2013
Q3 | $69K | Buy |
5,151
+1,183
| +30% | +$14.7K | ﹤0.01% | 1334 |
|
|
2013
Q2 | $45K | Buy |
+3,968
| New | +$47.4K | ﹤0.01% | 1443 |
|
Other funds holding ERIC
