Carson Wealth (CWM LLC)
ERIE icon

Carson Wealth (CWM LLC)’s Erie Indemnity ERIE Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$100K Buy
399
+190
+91% +$51K ﹤0.01% 3265
2025
Q4 		$60K Buy
209
+125
+149% +$37.3K ﹤0.01% 3460
2025
Q3 		$27K Sell
84
-41
-33% -$14.2K ﹤0.01% 3946
2025
Q2 		$43K Buy
125
+84
+205% +$31.2K ﹤0.01% 3394
2025
Q1 		$17K Buy
41
+1
+3% +$408 ﹤0.01% 3796
2024
Q4 		$16K Buy
40
+27
+208% +$12.1K ﹤0.01% 3576
2024
Q3 		$7K Buy
13
+4
+44% +$1.82K ﹤0.01% 3933
2024
Q2 		$3K Buy
9
+2
+29% +$760 ﹤0.01% 4061
2024
Q1 		$3K Buy
7
+5
+250% +$1.84K ﹤0.01% 3831
2023
Q4 		$1K Sell
2
-34
-94% -$10.2K ﹤0.01% 3946
2023
Q3 		$11K Buy
36
+8
+29% +$2.07K ﹤0.01% 3075
2023
Q2 		$6K Buy
28
+22
+367% +$4.91K ﹤0.01% 3340
2023
Q1 		$1K Buy
+6
New +$1.44K ﹤0.01% 3816
2022
Q2 		– Sell
-11
Closed -$2K – 3876
2022
Q1 		$2K Buy
11
+10
+1,000% +$1.8K ﹤0.01% 3160
2021
Q4 		$0 Buy
+1
New +$201 ﹤0.01% 3529

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