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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $33.8K | Hold |
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|
2025
Q3 | $28.9K | Hold |
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|
2025
Q2 | $29.7K | Hold |
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|
2025
Q1 | $27.2K | Hold |
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|
2024
Q4 | $28.2K | Hold |
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|
2024
Q3 | $26.5K | Hold |
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|
2024
Q2 | $21.6K | Hold |
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|
2024
Q1 | $19.3K | Hold |
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|
2023
Q4 | $22.1K | Hold |
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|
2023
Q3 | $17K | Hold |
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|
2023
Q2 | $19.1K | Hold |
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|
2023
Q1 | $20.5K | Hold |
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|
2022
Q4 | $20.4K | Hold |
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|
2022
Q3 | $20K | Hold |
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|
2022
Q2 | $26K | Hold |
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|
2022
Q1 | $32K | Hold |
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|
2021
Q4 | $38K | Sell |
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|
2021
Q3 | $43K | Hold |
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|
2021
Q2 | $48K | Hold |
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|
2021
Q1 | $50K | Sell |
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $910K | Buy |
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|
2020
Q2 | $365K | Buy |
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