Tandem Wealth Advisors’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,905
| Closed | -$1.61M | – | 54 |
|
|
2024
Q4 | $1.61M | Buy |
+3,905
| New | +$1.61M | 0.82% | 16 |
|
|
2024
Q1 | – | Sell |
-43
| Closed | -$14.4K | – | 58 |
|
|
2023
Q4 | $14.4K | Hold |
43
| – | – | 0.01% | 60 |
|
|
2023
Q3 | $12.6K | Buy |
+43
| New | +$12.6K | 0.01% | 55 |
|
|
2023
Q1 | – | Sell |
-43
| Closed | -$10.7K | – | 53 |
|
|
2022
Q4 | $10.7K | Buy |
+43
| New | +$10.7K | 0.01% | 78 |
|