LWAM
Legacy Wealth Asset Management’s Ericsson ERIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $771K | Sell |
90,934
-11,780
| -11% | -$99.9K | 0.2% | 140 |
|
|
2025
Q1 | $797K | Sell |
102,714
-4,877
| -5% | -$37.8K | 0.22% | 129 |
|
|
2024
Q4 | $867K | Sell |
107,591
-2,260
| -2% | -$18.2K | 0.24% | 110 |
|
|
2024
Q3 | $833K | Sell |
109,851
-10,179
| -8% | -$77.2K | 0.22% | 115 |
|
|
2024
Q2 | $741K | Buy |
120,030
+20,171
| +20% | +$124K | 0.21% | 130 |
|
|
2024
Q1 | $550K | Buy |
99,859
+4,482
| +5% | +$24.7K | 0.15% | 214 |
|
|
2023
Q4 | $601K | Buy |
95,377
+10,638
| +13% | +$67K | 0.2% | 171 |
|
|
2023
Q3 | $412K | Buy |
84,739
+1,581
| +2% | +$7.68K | 0.15% | 239 |
|
|
2023
Q2 | $453K | Buy |
83,158
+1,126
| +1% | +$6.14K | 0.16% | 219 |
|
|
2023
Q1 | $480K | Buy |
82,032
+14,317
| +21% | +$83.8K | 0.17% | 197 |
|
|
2022
Q4 | $395K | Sell |
67,715
-17,339
| -20% | -$101K | 0.15% | 251 |
|
|
2022
Q3 | $488K | Buy |
+85,054
| New | +$488K | 0.21% | 165 |
|