Carson Wealth (CWM LLC)’s Erie Indemnity ERIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43K | Buy |
125
+84
| +205% | +$28.9K | ﹤0.01% | 3392 |
|
|
2025
Q1 | $17K | Buy |
41
+1
| +3% | +$415 | ﹤0.01% | 3792 |
|
|
2024
Q4 | $16K | Buy |
40
+27
| +208% | +$10.8K | ﹤0.01% | 3574 |
|
|
2024
Q3 | $7K | Buy |
13
+4
| +44% | +$2.15K | ﹤0.01% | 3931 |
|
|
2024
Q2 | $3K | Buy |
9
+2
| +29% | +$667 | ﹤0.01% | 4059 |
|
|
2024
Q1 | $3K | Buy |
7
+5
| +250% | +$2.14K | ﹤0.01% | 3829 |
|
|
2023
Q4 | $1K | Sell |
2
-34
| -94% | -$17K | ﹤0.01% | 3941 |
|
|
2023
Q3 | $11K | Buy |
36
+8
| +29% | +$2.44K | ﹤0.01% | 3073 |
|
|
2023
Q2 | $6K | Buy |
28
+22
| +367% | +$4.71K | ﹤0.01% | 3336 |
|
|
2023
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 3807 |
|
|
2022
Q2 | – | Sell |
-11
| Closed | -$2K | – | 3853 |
|
|
2022
Q1 | $2K | Buy |
11
+10
| +1,000% | +$1.82K | ﹤0.01% | 3146 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 3505 |
|