Moser Wealth Advisors’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.7K | Hold |
1,500
| – | – | 0.01% | 136 |
|
2025
Q1 | $11.6K | Hold |
1,500
| – | – | 0.01% | 126 |
|
2024
Q4 | $12.1K | Hold |
1,500
| – | – | 0.01% | 112 |
|
2024
Q3 | $11.4K | Buy |
+1,500
| New | +$11.4K | 0.01% | 117 |
|
2022
Q4 | – | Sell |
-23,300
| Closed | -$134K | – | 133 |
|
2022
Q3 | $134K | Hold |
23,300
| – | – | 0.1% | 71 |
|
2022
Q2 | $172K | Sell |
23,300
-1,000
| -4% | -$7.38K | 0.13% | 70 |
|
2022
Q1 | $222K | Buy |
24,300
+2,125
| +10% | +$19.4K | 0.14% | 68 |
|
2021
Q4 | $241K | Sell |
22,175
-750
| -3% | -$8.15K | 0.15% | 69 |
|
2021
Q3 | $257K | Sell |
22,925
-1,025
| -4% | -$11.5K | 0.16% | 68 |
|
2021
Q2 | $301K | Buy |
23,950
+6,250
| +35% | +$78.5K | 0.19% | 65 |
|
2021
Q1 | $233K | Buy |
17,700
+4,000
| +29% | +$52.7K | 0.16% | 63 |
|
2020
Q4 | $164K | Buy |
13,700
+11,000
| +407% | +$132K | 0.12% | 67 |
|
2020
Q3 | $29K | Buy |
+2,700
| New | +$29K | 0.02% | 94 |
|