Mark Sheptoff Financial Planning’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$3.26K | 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% | -$1.06M | 0.03% | 165 |
|
|
2020
Q4 | $1.01M | Buy |
84,111
+511
| +0.6% | +$6.11K | 0.57% | 37 |
|
|
2020
Q3 | $910K | Buy |
83,600
+44,350
| +113% | +$483K | 0.56% | 37 |
|
|
2020
Q2 | $365K | Buy |
+39,250
| New | +$365K | 0.24% | 65 |
|