Geneos Wealth Management’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $1.47K | Buy |
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|
2025
Q1 | $1.85K | Sell |
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|
2024
Q4 | $24.2K | Hold |
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|
2024
Q3 | $22.7K | Hold |
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|
2024
Q2 | $18.5K | Hold |
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|
2024
Q1 | $16.5K | Hold |
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|
2023
Q4 | $18.9K | Hold |
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|
2023
Q3 | $14.6K | Hold |
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|
2023
Q2 | $16.4K | Hold |
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|
2023
Q1 | $17.6K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $19K | Sell |
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|
2022
Q1 | $28K | Sell |
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|
2021
Q4 | $38K | Buy |
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|
2021
Q3 | $38K | Sell |
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|
2021
Q2 | $45K | Sell |
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|
2021
Q1 | $300K | Buy |
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|
2020
Q4 | $48K | Buy |
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|
2020
Q3 | $60K | Buy |
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|
2020
Q2 | $52K | Buy |
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|
2020
Q1 | $41K | Hold |
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|
2019
Q4 | $49K | Hold |
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|
2019
Q3 | $44K | Hold |
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|
2019
Q2 | $53K | Buy |
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|
2019
Q1 | $20K | Hold |
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|
2018
Q4 | $19K | Hold |
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|
2018
Q3 | $19K | Hold |
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|
2018
Q2 | $17K | Buy |
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|
2018
Q1 | $14K | Hold |
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|
2017
Q4 | $15K | Hold |
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|
2017
Q3 | $12K | Sell |
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|
2017
Q2 | $17K | Buy |
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|
2017
Q1 | $16K | Hold |
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|
2016
Q4 | $14K | Buy |
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|
2016
Q3 | $16K | Hold |
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|
2016
Q2 | $17K | Sell |
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|
2016
Q1 | $28K | Buy |
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