GeoWealth Management’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	-784	Closed	-$329K	–	1235
2025 Q1	$329K	Buy	+784	New	+$329K	0.01%	525
2024 Q4	–	Sell	-138	Closed	-$74.5K	–	1820
2024 Q3	$74.5K	Buy	+138	New	+$74.5K	﹤0.01%	959