Valeo Financial Advisors’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $80.7K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $72.1K | Buy |
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|
2023
Q2 | $67.3K | Buy |
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|
2023
Q1 | $61.5K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $51K | Buy |
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|
2020
Q4 | $45K | Buy |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Sell |
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|
2019
Q4 | $3K | Hold |
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|
2019
Q3 | $3K | Buy |
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|
2019
Q2 | $2K | Hold |
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|
2019
Q1 | $2K | Hold |
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|
2018
Q4 | $2K | Sell |
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|
2018
Q3 | $7K | Sell |
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|
2018
Q2 | $12K | Sell |
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|
2018
Q1 | $10K | Hold |
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|
2017
Q4 | $10K | Buy |
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|
2017
Q3 | $1K | Buy |
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