Institute for 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 | $524K | Buy |
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|
2025
Q2 | $511K | Hold |
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|
2025
Q1 | $468K | Buy |
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|
2024
Q4 | $476K | Sell |
|
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|
2024
Q3 | $464K | Sell |
|
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|
2024
Q2 | $411K | Hold |
|
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|
2024
Q1 | $367K | Buy |
|
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|
2023
Q4 | $362K | Buy |
|
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|
2023
Q3 | $159K | Buy |
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|
2023
Q2 | $125K | Buy |
|
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $248K | Buy |
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|
2018
Q1 | $154K | Buy |
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|
2017
Q4 | $75K | Sell |
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|
2017
Q3 | $127K | Buy |
|