FAM
Formidable Asset Management’s Erie Indemnity ERIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Buy |
1,434
+228
| +19% | +$79.1K | 0.08% | 227 |
|
|
2025
Q1 | $505K | Hold |
1,206
| – | – | 0.08% | 226 |
|
|
2024
Q4 | $497K | Sell |
1,206
-76
| -6% | -$31.3K | 0.08% | 227 |
|
|
2024
Q3 | $692K | Sell |
1,282
-694
| -35% | -$375K | 0.11% | 177 |
|
|
2024
Q2 | $716K | Buy |
1,976
+638
| +48% | +$231K | 0.12% | 169 |
|
|
2024
Q1 | $537K | Sell |
1,338
-568
| -30% | -$228K | 0.09% | 220 |
|
|
2023
Q4 | $638K | Sell |
1,906
-865
| -31% | -$290K | 0.13% | 147 |
|
|
2023
Q3 | $814K | Sell |
2,771
-1,000
| -27% | -$294K | 0.18% | 110 |
|
|
2023
Q2 | $792K | Buy |
3,771
+685
| +22% | +$144K | 0.17% | 115 |
|
|
2023
Q1 | $715K | Buy |
3,086
+1,609
| +109% | +$373K | 0.15% | 131 |
|
|
2022
Q4 | $367K | Sell |
1,477
-1,500
| -50% | -$373K | 0.08% | 204 |
|
|
2022
Q3 | $662K | Buy |
2,977
+70
| +2% | +$15.6K | 0.15% | 115 |
|
|
2022
Q2 | $559K | Sell |
2,907
-293
| -9% | -$56.3K | 0.13% | 149 |
|
|
2022
Q1 | $564K | Buy |
3,200
+200
| +7% | +$35.3K | 0.11% | 166 |
|
|
2021
Q4 | $578K | Buy |
3,000
+300
| +11% | +$57.8K | 0.11% | 169 |
|
|
2021
Q3 | $482K | Buy |
+2,700
| New | +$482K | 0.09% | 200 |
|