Institute for 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 | $511K | Hold |
60,275
| – | – | 0.06% | 313 |
|
|
2025
Q1 | $468K | Buy |
60,275
+1,209
| +2% | +$9.38K | 0.06% | 306 |
|
|
2024
Q4 | $476K | Sell |
59,066
-2,155
| -4% | -$17.4K | 0.06% | 293 |
|
|
2024
Q3 | $464K | Sell |
61,221
-5,460
| -8% | -$41.4K | 0.06% | 316 |
|
|
2024
Q2 | $411K | Hold |
66,681
| – | – | 0.06% | 323 |
|
|
2024
Q1 | $367K | Buy |
66,681
+9,293
| +16% | +$51.2K | 0.05% | 342 |
|
|
2023
Q4 | $362K | Buy |
57,388
+24,643
| +75% | +$155K | 0.06% | 330 |
|
|
2023
Q3 | $159K | Buy |
32,745
+9,900
| +43% | +$48.1K | 0.03% | 437 |
|
|
2023
Q2 | $125K | Buy |
+22,845
| New | +$125K | 0.02% | 446 |
|
|
2018
Q3 | – | Sell |
-32,953
| Closed | -$248K | – | 206 |
|
|
2018
Q2 | $248K | Buy |
32,953
+12,625
| +62% | +$95K | 0.08% | 204 |
|
|
2018
Q1 | $154K | Buy |
20,328
+9,117
| +81% | +$69.1K | 0.05% | 253 |
|
|
2017
Q4 | $75K | Sell |
11,211
-10,796
| -49% | -$72.2K | 0.02% | 378 |
|
|
2017
Q3 | $127K | Buy |
+22,007
| New | +$127K | 0.04% | 248 |
|