Spire Wealth Management’s Ericsson ERIC Stock Holding History

Spire Wealth Management’s Portfolio ERIC Stock Details ERIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.18K	Sell	105 -99	-49%	-$1.19K	﹤0.01%	2109
2026 Q1	$2.3K	Hold	204	–	–	﹤0.01%	2019
2025 Q4	$1.97K	Sell	204 -124	-38%	-$1.17K	﹤0.01%	2102
2025 Q3	$2.71K	Hold	328	–	–	﹤0.01%	2098
2025 Q2	$2.78K	Buy	328 +2	+0.6%	+$16	﹤0.01%	2106
2025 Q1	$2.53K	Sell	326 -32	-9%	-$258	﹤0.01%	2229
2024 Q4	$2.89K	Buy	358 +33	+10%	+$268	﹤0.01%	2172
2024 Q3	$2.46K	Sell	325 -42	-11%	-$294	﹤0.01%	1963
2024 Q2	$2.26K	Buy	367 +226	+160%	+$1.26K	﹤0.01%	1987
2024 Q1	$776	Sell	141 -125	-47%	-$705	﹤0.01%	2245
2023 Q4	$1.56K	Sell	266 -99	-27%	-$502	﹤0.01%	2192
2023 Q3	$1.77K	Hold	365	–	–	﹤0.01%	2156
2023 Q2	$1.99K	Buy	365 +40	+12%	+$215	﹤0.01%	2196
2023 Q1	$1.9K	Buy	325 +125	+63%	+$713	﹤0.01%	2272
2022 Q4	$1K	Hold	200	–	–	﹤0.01%	2169
2022 Q3	$1K	Sell	200 -125	-38%	-$896	﹤0.01%	2068
2022 Q2	$2K	Buy	325 +125	+63%	+$1.02K	﹤0.01%	2350
2022 Q1	$2K	Sell	200 -2,276	-92%	-$23.7K	﹤0.01%	2387
2021 Q4	$27K	Buy	2,476 +2,276	+1,138%	+$24.9K	﹤0.01%	2007
2021 Q3	$2K	Sell	200 -1,000	-83%	-$11.8K	﹤0.01%	2457
2021 Q2	$15K	Sell	1,200 -1,546	-56%	-$20.7K	﹤0.01%	1981
2021 Q1	$37K	Buy	+2,746	New	+$35K	﹤0.01%	1873

Other funds holding ERIC

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return