JFS Wealth Advisors’s Erie Indemnity ERIE Stock Holding History

JFS Wealth Advisors’s Portfolio ERIE Stock Details ERIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$297K	Hold	855	–	–	0.02%	259
2025 Q1	$358K	Buy	855 +200	+31%	+$83.8K	0.02%	234
2024 Q4	$270K	Sell	655 -3	-0.5%	-$1.24K	0.02%	261
2024 Q3	$355K	Hold	658	–	–	0.02%	229
2024 Q2	$238K	Buy	658 +594	+928%	+$215K	0.02%	221
2024 Q1	$25.7K	Hold	64	–	–	﹤0.01%	573
2023 Q4	$21.4K	Hold	64	–	–	﹤0.01%	571
2023 Q3	$18.8K	Hold	64	–	–	﹤0.01%	564
2023 Q2	$13.4K	Sell	64 -2	-3%	-$420	﹤0.01%	635
2023 Q1	$15.3K	Sell	66 -2	-3%	-$463	﹤0.01%	591
2022 Q4	$16.9K	Buy	68 +1	+1%	+$249	﹤0.01%	564
2022 Q3	$15K	Sell	67 -1	-1%	-$224	﹤0.01%	627
2022 Q2	$13K	Buy	68 +14	+26%	+$2.68K	﹤0.01%	692
2022 Q1	$10K	Buy	54 +15	+38%	+$2.78K	﹤0.01%	782
2021 Q4	$8K	Buy	39 +9	+30%	+$1.85K	﹤0.01%	719
2021 Q3	$5K	Hold	30	–	–	﹤0.01%	713
2021 Q2	$6K	Hold	30	–	–	﹤0.01%	483
2021 Q1	$7K	Hold	30	–	–	﹤0.01%	443
2020 Q4	$7K	Hold	30	–	–	﹤0.01%	441
2020 Q3	$6K	Hold	30	–	–	﹤0.01%	425
2020 Q2	$6K	Hold	30	–	–	﹤0.01%	418
2020 Q1	$4K	Hold	30	–	–	﹤0.01%	402
2019 Q4	$5K	Hold	30	–	–	﹤0.01%	404
2019 Q3	$6K	Hold	30	–	–	﹤0.01%	392
2019 Q2	$8K	Hold	30	–	–	﹤0.01%	382
2019 Q1	$5K	Hold	30	–	–	﹤0.01%	389
2018 Q4	$4K	Hold	30	–	–	﹤0.01%	395
2018 Q3	$4K	Hold	30	–	–	﹤0.01%	469
2018 Q2	$4K	Hold	30	–	–	﹤0.01%	412
2018 Q1	$4K	Hold	30	–	–	﹤0.01%	434
2017 Q4	$4K	Hold	30	–	–	﹤0.01%	442
2017 Q3	$4K	Hold	30	–	–	﹤0.01%	401
2017 Q2	$4K	Hold	30	–	–	﹤0.01%	381
2017 Q1	$3K	Hold	30	–	–	﹤0.01%	409
2016 Q4	$3K	Hold	30	–	–	﹤0.01%	409
2016 Q3	$3K	Hold	30	–	–	﹤0.01%	442
2016 Q2	$3K	Hold	30	–	–	﹤0.01%	457
2016 Q1	$3K	Hold	30	–	–	﹤0.01%	482
2015 Q4	$3K	Hold	30	–	–	﹤0.01%	483
2015 Q3	$2K	Hold	30	–	–	﹤0.01%	438
2015 Q2	$2K	Hold	30	–	–	﹤0.01%	464
2015 Q1	$3K	Hold	30	–	–	﹤0.01%	444
2014 Q4	$3K	Hold	30	–	–	﹤0.01%	462
2014 Q3	$2K	Hold	30	–	–	﹤0.01%	430
2014 Q2	$2K	Buy	+30	New	+$2K	﹤0.01%	427