AE Wealth Management’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $525K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $518K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $334K | Hold |
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|
2023
Q3 | $284K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $210K | Sell |
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|
2022
Q4 | $473K | Buy |
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|
2022
Q3 | $421K | Sell |
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|
2022
Q2 | $418K | Hold |
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|
2022
Q1 | $383K | Hold |
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|
2021
Q4 | $419K | Buy |
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|
2021
Q3 | $361K | Hold |
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|
2021
Q2 | $391K | Hold |
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|
2021
Q1 | $447K | Hold |
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|
2020
Q4 | $497K | Hold |
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|
2020
Q3 | $425K | Sell |
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|
2020
Q2 | $398K | Hold |
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|
2020
Q1 | $307K | Hold |
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|
2019
Q4 | $344K | Buy |
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