Cook Wealth’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,724
| Closed | -$4.47M | – | 14 |
|
|
2025
Q1 | $4.47M | Buy |
12,724
+2,000
| +19% | +$702K | 2.17% | 12 |
|
|
2024
Q4 | $4.05M | Sell |
10,724
-130
| -1% | -$49.1K | 1.9% | 12 |
|
|
2024
Q3 | $4.89M | Sell |
10,854
-295
| -3% | -$133K | 2.46% | 11 |
|
|
2024
Q2 | $4.32M | Hold |
11,149
| – | – | 2.34% | 11 |
|
|
2024
Q1 | $4.29M | Buy |
+11,149
| New | +$4.29M | 2.58% | 10 |
|