Laird Norton Wetherby Wealth Management’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,311
| Closed | -$50.1K | – | 926 |
|
|
2023
Q3 | $50.1K | Sell |
10,311
-800
| -7% | -$3.89K | ﹤0.01% | 884 |
|
|
2023
Q2 | $60.6K | Sell |
11,111
-5,443
| -33% | -$29.7K | ﹤0.01% | 926 |
|
|
2023
Q1 | $96.8K | Sell |
16,554
-2,895
| -15% | -$16.9K | 0.01% | 881 |
|
|
2022
Q4 | $114K | Sell |
19,449
-6,798
| -26% | -$39.7K | 0.01% | 842 |
|
|
2022
Q3 | $151K | Sell |
26,247
-3,861
| -13% | -$22.2K | 0.01% | 818 |
|
|
2022
Q2 | $223K | Sell |
30,108
-1,943
| -6% | -$14.4K | 0.02% | 783 |
|
|
2022
Q1 | $293K | Sell |
32,051
-105
| -0.3% | -$960 | 0.02% | 718 |
|
|
2021
Q4 | $350K | Hold |
32,156
| – | – | 0.02% | 652 |
|
|
2021
Q3 | $360K | Hold |
32,156
| – | – | 0.02% | 618 |
|
|
2021
Q2 | $405K | Hold |
32,156
| – | – | 0.02% | 582 |
|
|
2021
Q1 | $424K | Sell |
32,156
-920
| -3% | -$12.1K | 0.03% | 492 |
|
|
2020
Q4 | $395K | Sell |
33,076
-266
| -0.8% | -$3.18K | 0.03% | 535 |
|
|
2020
Q3 | $363K | Sell |
33,342
-561
| -2% | -$6.11K | 0.03% | 467 |
|
|
2020
Q2 | $316K | Sell |
33,903
-815
| -2% | -$7.6K | 0.03% | 492 |
|
|
2020
Q1 | $281K | Sell |
34,718
-3,372
| -9% | -$27.3K | 0.03% | 470 |
|
|
2019
Q4 | $334K | Sell |
38,090
-4,955
| -12% | -$43.4K | 0.03% | 503 |
|
|
2019
Q3 | $344K | Sell |
43,045
-2,551
| -6% | -$20.4K | 0.04% | 506 |
|
|
2019
Q2 | $434K | Sell |
45,596
-287
| -0.6% | -$2.73K | 0.05% | 432 |
|
|
2019
Q1 | $421K | Sell |
45,883
-2,081
| -4% | -$19.1K | 0.05% | 408 |
|
|
2018
Q4 | $425K | Buy |
47,964
+400
| +0.8% | +$3.54K | 0.06% | 373 |
|
|
2018
Q3 | $418K | Buy |
47,564
+3,994
| +9% | +$35.1K | 0.05% | 406 |
|
|
2018
Q2 | $334K | Buy |
43,570
+5,269
| +14% | +$40.4K | 0.05% | 442 |
|
|
2018
Q1 | $245K | Buy |
38,301
+2,049
| +6% | +$13.1K | 0.03% | 537 |
|
|
2017
Q4 | $243K | Sell |
36,252
-2,194
| -6% | -$14.7K | 0.03% | 523 |
|
|
2017
Q3 | $221K | Sell |
38,446
-4,899
| -11% | -$28.2K | 0.03% | 533 |
|
|
2017
Q2 | $311K | Buy |
43,345
+2,758
| +7% | +$19.8K | 0.05% | 420 |
|
|
2017
Q1 | $269K | Buy |
40,587
+8,299
| +26% | +$55K | 0.05% | 454 |
|
|
2016
Q4 | $189K | Buy |
32,288
+14,281
| +79% | +$83.6K | 0.04% | 499 |
|
|
2016
Q3 | $130K | Sell |
18,007
-3,340
| -16% | -$24.1K | 0.03% | 507 |
|
|
2016
Q2 | $164K | Sell |
21,347
-9,800
| -31% | -$75.3K | 0.04% | 477 |
|
|
2016
Q1 | $312K | Buy |
31,147
+6,572
| +27% | +$65.8K | 0.07% | 316 |
|
|
2015
Q4 | $236K | Buy |
24,575
+720
| +3% | +$6.91K | 0.06% | 383 |
|
|
2015
Q3 | $233K | Buy |
23,855
+1,671
| +8% | +$16.3K | 0.06% | 379 |
|
|
2015
Q2 | $232K | Sell |
22,184
-3,822
| -15% | -$40K | 0.06% | 392 |
|
|
2015
Q1 | $326K | Buy |
26,006
+544
| +2% | +$6.82K | 0.08% | 301 |
|
|
2014
Q4 | $308K | Sell |
25,462
-1,508
| -6% | -$18.2K | 0.08% | 297 |
|
|
2014
Q3 | $339K | Buy |
26,970
+1,215
| +5% | +$15.3K | 0.09% | 271 |
|
|
2014
Q2 | $311K | Sell |
25,755
-2,848
| -10% | -$34.4K | 0.09% | 289 |
|
|
2014
Q1 | $381K | Buy |
28,603
+736
| +3% | +$9.8K | 0.11% | 234 |
|
|
2013
Q4 | $341K | Buy |
27,867
+2,494
| +10% | +$30.5K | 0.1% | 255 |
|
|
2013
Q3 | $339K | Buy |
25,373
+1,756
| +7% | +$23.5K | 0.11% | 243 |
|
|
2013
Q2 | $267K | Buy |
+23,617
| New | +$267K | 0.09% | 264 |
|