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Carolinas Wealth Consulting’s Erie Indemnity ERIE Stock Holding History

Carolinas Wealth Consulting’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1
Closed -$419 – 283
2025
Q1 		$419 Buy
+1
New +$408 ﹤0.01% 972

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Carolinas Wealth Consulting's ERIE Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Erie Indemnity (ERIE) in Q2 2025, closing a stake of 1 share — an estimated $419 sold.

Carolinas Wealth Consulting first reported a position in ERIE in Q1 2025 and held it in 1 quarter. The position peaked at $419 in Q1 2025. 411 funds tracked by Wall St. Rank hold ERIE as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Erie Indemnity position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1 Erie Indemnity share in Q2 2025, an estimated $419.
  • Carolinas Wealth Consulting first reported a position in Erie Indemnity in Q1 2025 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Erie Indemnity position peaked at $419 in Q1 2025.
  • 411 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.