Godshalk Welsh Capital 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 |
-500
| Closed | -$210K | – | 133 |
|
2025
Q1 | $210K | Hold |
500
| – | – | 0.14% | 117 |
|
2024
Q4 | $206K | Hold |
500
| – | – | 0.13% | 118 |
|
2024
Q3 | $270K | Buy |
+500
| New | +$270K | 0.17% | 108 |
|
2024
Q2 | – | Sell |
-500
| Closed | -$201K | – | 122 |
|
2024
Q1 | $201K | Buy |
+500
| New | +$201K | 0.13% | 121 |
|
2015
Q1 | – | Sell |
-300
| Closed | -$27K | – | 172 |
|
2014
Q4 | $27K | Buy |
+300
| New | +$27K | 0.02% | 230 |
|