Geneos Wealth 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 | $1.47K | Buy |
173
+54
| +45% | +$458 | ﹤0.01% | 2887 |
|
|
2025
Q1 | $1.85K | Sell |
119
-2,881
| -96% | -$44.7K | ﹤0.01% | 2984 |
|
|
2024
Q4 | $24.2K | Hold |
3,000
| – | – | ﹤0.01% | 1632 |
|
|
2024
Q3 | $22.7K | Hold |
3,000
| – | – | ﹤0.01% | 1519 |
|
|
2024
Q2 | $18.5K | Hold |
3,000
| – | – | ﹤0.01% | 1374 |
|
|
2024
Q1 | $16.5K | Hold |
3,000
| – | – | ﹤0.01% | 1422 |
|
|
2023
Q4 | $18.9K | Hold |
3,000
| – | – | ﹤0.01% | 1379 |
|
|
2023
Q3 | $14.6K | Hold |
3,000
| – | – | ﹤0.01% | 1467 |
|
|
2023
Q2 | $16.4K | Hold |
3,000
| – | – | ﹤0.01% | 1436 |
|
|
2023
Q1 | $17.6K | Buy |
+3,000
| New | +$17.6K | ﹤0.01% | 1389 |
|
|
2022
Q4 | – | Sell |
-214
| Closed | -$1K | – | 2039 |
|
|
2022
Q3 | $1K | Sell |
214
-2,470
| -92% | -$11.5K | ﹤0.01% | 1917 |
|
|
2022
Q2 | $19K | Sell |
2,684
-448
| -14% | -$3.17K | ﹤0.01% | 1700 |
|
|
2022
Q1 | $28K | Sell |
3,132
-431
| -12% | -$3.85K | ﹤0.01% | 1632 |
|
|
2021
Q4 | $38K | Buy |
3,563
+100
| +3% | +$1.07K | ﹤0.01% | 1599 |
|
|
2021
Q3 | $38K | Sell |
3,463
-100
| -3% | -$1.1K | ﹤0.01% | 1614 |
|
|
2021
Q2 | $45K | Sell |
3,563
-18,262
| -84% | -$231K | ﹤0.01% | 1531 |
|
|
2021
Q1 | $300K | Buy |
21,825
+1,888
| +9% | +$26K | 0.01% | 795 |
|
|
2020
Q4 | $48K | Buy |
19,937
+14,128
| +243% | +$34K | ﹤0.01% | 1474 |
|
|
2020
Q3 | $60K | Buy |
5,809
+99
| +2% | +$1.02K | ﹤0.01% | 1168 |
|
|
2020
Q2 | $52K | Buy |
5,710
+103
| +2% | +$938 | ﹤0.01% | 1195 |
|
|
2020
Q1 | $41K | Hold |
5,607
| – | – | ﹤0.01% | 1202 |
|
|
2019
Q4 | $49K | Hold |
5,607
| – | – | ﹤0.01% | 1262 |
|
|
2019
Q3 | $44K | Hold |
5,607
| – | – | ﹤0.01% | 1246 |
|
|
2019
Q2 | $53K | Buy |
5,607
+3,355
| +149% | +$31.7K | ﹤0.01% | 1152 |
|
|
2019
Q1 | $20K | Hold |
2,252
| – | – | ﹤0.01% | 1562 |
|
|
2018
Q4 | $19K | Hold |
2,252
| – | – | ﹤0.01% | 1516 |
|
|
2018
Q3 | $19K | Hold |
2,252
| – | – | ﹤0.01% | 1585 |
|
|
2018
Q2 | $17K | Buy |
2,252
+6
| +0.3% | +$45 | ﹤0.01% | 1514 |
|
|
2018
Q1 | $14K | Hold |
2,246
| – | – | ﹤0.01% | 1527 |
|
|
2017
Q4 | $15K | Hold |
2,246
| – | – | ﹤0.01% | 1484 |
|
|
2017
Q3 | $12K | Sell |
2,246
-200
| -8% | -$1.07K | ﹤0.01% | 1507 |
|
|
2017
Q2 | $17K | Buy |
2,446
+7
| +0.3% | +$49 | ﹤0.01% | 1332 |
|
|
2017
Q1 | $16K | Hold |
2,439
| – | – | ﹤0.01% | 1317 |
|
|
2016
Q4 | $14K | Buy |
2,439
+200
| +9% | +$1.15K | ﹤0.01% | 1323 |
|
|
2016
Q3 | $16K | Hold |
2,239
| – | – | ﹤0.01% | 1204 |
|
|
2016
Q2 | $17K | Sell |
2,239
-578
| -21% | -$4.39K | ﹤0.01% | 1164 |
|
|
2016
Q1 | $28K | Buy |
+2,817
| New | +$28K | ﹤0.01% | 989 |
|