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Axxcess Wealth Management’s Erie Indemnity ERIE Stock Holding History

Axxcess Wealth Management’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,559
Closed -$643K – 873
2024
Q4 		$643K Buy
1,559
+95
+6% +$39.2K 0.02% 492
2024
Q3 		$790K Buy
+1,464
New +$790K 0.02% 444