DWM
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Diversify Wealth Management’s Ericsson ERIC Stock Holding History

Diversify Wealth Management’s Portfolio ERIC Stock Details ERIC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.06M Buy
138,777
+19,769
+17% +$150K 0.07% 259
2025
Q1 		$988K Buy
119,008
+18,360
+18% +$152K 0.07% 246
2024
Q4 		$818K Buy
+100,648
New +$818K 0.06% 249