Mitchell Sinkler & Starr’s Erie Indemnity ERIE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$251K	Buy	997 +20	+2%	+$5.37K	0.12%	136
2025 Q4	$280K	Hold	977	–	–	0.13%	127
2025 Q3	$311K	Buy	977 +127	+15%	+$43.9K	0.14%	129
2025 Q2	$295K	Hold	850	–	–	0.14%	126
2025 Q1	$356K	Sell	850 -135	-14%	-$55.1K	0.1%	124
2024 Q4	$406K	Hold	985	–	–	0.11%	117
2024 Q3	$532K	Buy	985 +435	+79%	+$198K	0.13%	100
2024 Q2	$210K	Buy	+550	New	+$209K	0.05%	149
2024 Q1	–	Sell	-3,868	Closed	-$1.3M	–	197
2023 Q4	$1.3M	Buy	3,868 +3,118	+416%	+$937K	0.24%	81
2023 Q3	$220K	Buy	+750	New	+$194K	0.07%	103
2013 Q3	–	Sell	-11,500	Closed	-$917K	–	105
2013 Q2	$917K	Buy	+11,500	New	+$894K	0.2%	88