Simon Quick 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 | $104K | Buy |
+12,227
| New | +$104K | ﹤0.01% | 794 |
|
|
2021
Q1 | – | Sell |
-14,399
| Closed | -$172K | – | 452 |
|
|
2020
Q4 | $172K | Buy |
14,399
+2,138
| +17% | +$25.5K | 0.05% | 115 |
|
|
2020
Q3 | $134K | Hold |
12,261
| – | – | 0.04% | 110 |
|
|
2020
Q2 | $114K | Hold |
12,261
| – | – | 0.04% | 115 |
|
|
2020
Q1 | $99K | Sell |
12,261
-4,087
| -25% | -$33K | 0.04% | 121 |
|
|
2019
Q4 | $144K | Hold |
16,348
| – | – | 0.05% | 115 |
|
|
2019
Q3 | $130K | Buy |
+16,348
| New | +$130K | 0.06% | 97 |
|
|
2019
Q2 | – | Sell |
-16,348
| Closed | -$150K | – | 503 |
|
|
2019
Q1 | $150K | Hold |
16,348
| – | – | 0.06% | 87 |
|
|
2018
Q4 | $145K | Hold |
16,348
| – | – | 0.05% | 88 |
|
|
2018
Q3 | $144K | Sell |
16,348
-8,393
| -34% | -$73.9K | 0.06% | 88 |
|
|
2018
Q2 | $189K | Sell |
24,741
-6,843
| -22% | -$52.3K | 0.08% | 72 |
|
|
2018
Q1 | $202K | Buy |
+31,584
| New | +$202K | 0.08% | 80 |
|