Prestige Wealth Management Group’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	$1.01K	Hold	4	–	–	﹤0.01%	857
2025 Q4	$1.15K	Hold	4	–	–	﹤0.01%	853
2025 Q3	$1.27K	Hold	4	–	–	﹤0.01%	820
2025 Q2	$1.39K	Hold	4	–	–	﹤0.01%	805
2025 Q1	$1.68K	Hold	4	–	–	﹤0.01%	773
2024 Q4	$1.65K	Hold	4	–	–	﹤0.01%	814
2024 Q3	$2.16K	Hold	4	–	–	﹤0.01%	753
2024 Q2	$1.45K	Sell	4 -9	-69%	-$3.42K	﹤0.01%	782
2024 Q1	$5.22K	Sell	13 -17	-57%	-$6.25K	﹤0.01%	559
2023 Q4	$10K	Sell	30 -4	-12%	-$1.2K	﹤0.01%	447
2023 Q3	$9.99K	Buy	34 +28	+467%	+$7.24K	﹤0.01%	444
2023 Q2	$1.26K	Sell	6 -31	-84%	-$6.92K	﹤0.01%	866
2023 Q1	$8.57K	Buy	37 +20	+118%	+$4.78K	﹤0.01%	471
2022 Q4	$4.23K	Buy	17 +13	+325%	+$3.35K	﹤0.01%	655
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	833
2022 Q2	$1K	Sell	4 -21	-84%	-$3.65K	﹤0.01%	842
2022 Q1	$4K	Buy	+25	New	+$4.49K	﹤0.01%	662
2021 Q1	–	Sell	-3	Closed	-$1K	–	969
2020 Q4	$1K	Sell	3 -62	-95%	-$14.5K	﹤0.01%	832
2020 Q3	$14K	Buy	65 +4	+7%	+$839	﹤0.01%	388
2020 Q2	$12K	Sell	61 -21	-26%	-$3.7K	﹤0.01%	396
2020 Q1	$12K	Buy	+82	New	+$13.2K	0.01%	352