Integrated Wealth Concepts’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
43,999
+28,819
| +190% | +$244K | ﹤0.01% | 1437 |
|
|
2025
Q1 | $118K | Sell |
15,180
-315
| -2% | -$2.44K | ﹤0.01% | 1665 |
|
|
2024
Q4 | $125K | Buy |
15,495
+2,783
| +22% | +$22.4K | ﹤0.01% | 1644 |
|
|
2024
Q3 | $96.4K | Buy |
12,712
+2,102
| +20% | +$15.9K | ﹤0.01% | 1612 |
|
|
2024
Q2 | $65.5K | Buy |
10,610
+533
| +5% | +$3.29K | ﹤0.01% | 1599 |
|
|
2024
Q1 | $55.5K | Sell |
10,077
-938
| -9% | -$5.17K | ﹤0.01% | 1614 |
|
|
2023
Q4 | $69.4K | Sell |
11,015
-485
| -4% | -$3.06K | ﹤0.01% | 1545 |
|
|
2023
Q3 | $55.9K | Sell |
11,500
-114
| -1% | -$554 | ﹤0.01% | 1509 |
|
|
2023
Q2 | $63.3K | Buy |
11,614
+441
| +4% | +$2.4K | ﹤0.01% | 1508 |
|
|
2023
Q1 | $65K | Buy |
+11,173
| New | +$65K | ﹤0.01% | 1297 |
|
|
2022
Q2 | – | Sell |
-14,408
| Closed | -$132K | – | 1005 |
|
|
2022
Q1 | $132K | Buy |
+14,408
| New | +$132K | ﹤0.01% | 904 |
|