Forum Financial Management’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Sell |
252,252
-22,333
| -8% | -$189K | 0.03% | 117 |
|
|
2025
Q1 | $2.13M | Hold |
274,585
| – | – | 0.04% | 110 |
|
|
2024
Q4 | $2.21M | Buy |
274,585
+199,171
| +264% | +$1.61M | 0.04% | 106 |
|
|
2024
Q3 | $572K | Hold |
75,414
| – | – | 0.01% | 291 |
|
|
2024
Q2 | $465K | Buy |
75,414
+32,400
| +75% | +$200K | 0.01% | 329 |
|
|
2024
Q1 | $237K | Sell |
43,014
-10
| -0% | -$55 | ﹤0.01% | 619 |
|
|
2023
Q4 | $271K | Sell |
43,024
-91,004
| -68% | -$573K | 0.01% | 498 |
|
|
2023
Q3 | $651K | Hold |
134,028
| – | – | 0.01% | 221 |
|
|
2023
Q2 | $730K | Sell |
134,028
-15
| -0% | -$82 | 0.02% | 209 |
|
|
2023
Q1 | $784K | Hold |
134,043
| – | – | 0.02% | 175 |
|
|
2022
Q4 | $783K | Hold |
134,043
| – | – | 0.03% | 173 |
|
|
2022
Q3 | $769K | Hold |
134,043
| – | – | 0.04% | 145 |
|
|
2022
Q2 | $992K | Hold |
134,043
| – | – | 0.05% | 125 |
|
|
2022
Q1 | $1.23M | Hold |
134,043
| – | – | 0.06% | 101 |
|
|
2021
Q4 | $1.46M | Buy |
+134,043
| New | +$1.46M | 0.07% | 86 |
|