EverSource Wealth Advisors’s Erie Indemnity ERIE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$56.3K	Buy	224 +167	+293%	+$44.8K	﹤0.01%	1799
2025 Q4	$16.3K	Sell	57 -35	-38%	-$10.4K	﹤0.01%	2517
2025 Q3	$29.3K	Buy	92 +34	+59%	+$11.7K	﹤0.01%	2077
2025 Q2	$20.1K	Sell	58 -1	-2%	-$371	﹤0.01%	2284
2025 Q1	$24.7K	Buy	59 +29	+97%	+$11.8K	﹤0.01%	1581
2024 Q4	$12.4K	Buy	30 +6	+25%	+$2.69K	﹤0.01%	1886
2024 Q3	$13K	Buy	24 +10	+71%	+$4.55K	﹤0.01%	1725
2024 Q2	$6.17K	Sell	14 -12	-46%	-$4.56K	﹤0.01%	2131
2024 Q1	$9.95K	Buy	26 +18	+225%	+$6.62K	﹤0.01%	1689
2023 Q4	$2.68K	Hold	8	–	–	﹤0.01%	2092
2023 Q3	$2.35K	Sell	8 -2	-20%	-$517	﹤0.01%	1960
2023 Q2	$2.1K	Buy	+10	New	+$2.23K	﹤0.01%	2011
2022 Q1	–	Sell	-17	Closed	-$3K	–	1754
2021 Q4	$3K	Buy	+17	New	+$3.42K	﹤0.01%	1412