Mark Sheptoff Financial Planning’s Ericsson ERIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,500	Closed	-$33.8K	–	533
2025 Q4	$33.8K	Hold	3,500	–	–	0.02%	225
2025 Q3	$28.9K	Hold	3,500	–	–	0.01%	239
2025 Q2	$29.7K	Hold	3,500	–	–	0.02%	228
2025 Q1	$27.2K	Hold	3,500	–	–	0.02%	221
2024 Q4	$28.2K	Hold	3,500	–	–	0.02%	224
2024 Q3	$26.5K	Hold	3,500	–	–	0.01%	226
2024 Q2	$21.6K	Hold	3,500	–	–	0.01%	249
2024 Q1	$19.3K	Hold	3,500	–	–	0.01%	239
2023 Q4	$22.1K	Hold	3,500	–	–	0.01%	219
2023 Q3	$17K	Hold	3,500	–	–	0.01%	220
2023 Q2	$19.1K	Hold	3,500	–	–	0.01%	226
2023 Q1	$20.5K	Hold	3,500	–	–	0.01%	219
2022 Q4	$20.4K	Hold	3,500	–	–	0.01%	218
2022 Q3	$20K	Hold	3,500	–	–	0.01%	208
2022 Q2	$26K	Hold	3,500	–	–	0.01%	199
2022 Q1	$32K	Hold	3,500	–	–	0.02%	205
2021 Q4	$38K	Sell	3,500 -300	-8%	-$3.28K	0.02%	199
2021 Q3	$43K	Hold	3,800	–	–	0.02%	190
2021 Q2	$48K	Hold	3,800	–	–	0.03%	189
2021 Q1	$50K	Sell	3,800 -80,311	-95%	-$1.02M	0.03%	165
2020 Q4	$1M	Buy	84,111 +511	+0.6%	+$5.99K	0.57%	37
2020 Q3	$910K	Buy	83,600 +44,350	+113%	+$490K	0.56%	37
2020 Q2	$365K	Buy	+39,250	New	+$341K	0.24%	65