MWA

MFA Wealth Advisors’s Erie Indemnity ERIE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.41M	Sell	4,067 -20	-0.5%	-$6.94K	0.33%	43
2025 Q1	$1.71M	Sell	4,087 -115	-3%	-$48.2K	0.42%	37
2024 Q4	$1.73M	Sell	4,202 -93	-2%	-$38.3K	0.44%	35
2024 Q3	$2.32M	Sell	4,295 -166	-4%	-$89.6K	0.51%	37
2024 Q2	$1.62M	Sell	4,461 -18	-0.4%	-$6.52K	0.35%	46
2024 Q1	$1.8M	Hold	4,479	–	–	0.47%	36
2023 Q4	$1.5M	Hold	4,479	–	–	0.42%	38
2023 Q3	$1.32M	Hold	4,479	–	–	0.41%	38
2023 Q2	$941K	Hold	4,479	–	–	0.3%	40
2023 Q1	$1.04M	Hold	4,479	–	–	0.34%	36
2022 Q4	$1.11M	Hold	4,479	–	–	0.4%	33
2022 Q3	$996K	Hold	4,479	–	–	0.37%	35
2022 Q2	$861K	Hold	4,479	–	–	0.31%	40
2022 Q1	$789K	Hold	4,479	–	–	0.25%	44
2021 Q4	$863K	Hold	4,479	–	–	0.37%	38
2021 Q3	$799K	Hold	4,479	–	–	0.37%	37
2021 Q2	$866K	Hold	4,479	–	–	0.39%	36
2021 Q1	$990K	Sell	4,479 -250	-5%	-$55.3K	0.48%	37
2020 Q4	$1.16M	Sell	4,729 -18	-0.4%	-$4.42K	1.03%	20
2020 Q3	$998K	Hold	4,747	–	–	1.06%	20
2020 Q2	$911K	Buy	4,747 +14	+0.3%	+$2.69K	0.59%	29
2020 Q1	$702K	Hold	4,733	–	–	0.68%	30
2019 Q4	$786K	Hold	4,733	–	–	0.57%	25
2019 Q3	$879K	Hold	4,733	–	–	0.72%	23
2019 Q2	$1.2M	Hold	4,733	–	–	0.91%	20
2019 Q1	$845K	Sell	4,733 -2,223	-32%	-$397K	0.56%	32
2018 Q4	$927K	Sell	6,956 -82	-1%	-$10.9K	0.93%	20
2018 Q3	$943K	Sell	7,038 -195	-3%	-$26.1K	0.7%	28
2018 Q2	$909K	Hold	7,233	–	–	0.6%	32
2018 Q1	$821K	Hold	7,233	–	–	0.62%	31
2017 Q4	$849K	Buy	+7,233	New	+$849K	0.58%	36