Wealth Enhancement Advisory Services’s Erie Indemnity ERIE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Sell |
788
-21
| -3% | -$7.28K | ﹤0.01% | 2700 |
|
|
2025
Q1 | $339K | Buy |
809
+99
| +14% | +$41.5K | ﹤0.01% | 2329 |
|
|
2024
Q4 | $293K | Buy |
710
+70
| +11% | +$28.9K | ﹤0.01% | 2381 |
|
|
2024
Q3 | $345K | Sell |
640
-141
| -18% | -$76.1K | ﹤0.01% | 2057 |
|
|
2024
Q2 | $283K | Buy |
781
+24
| +3% | +$8.69K | ﹤0.01% | 2021 |
|
|
2024
Q1 | $304K | Buy |
757
+25
| +3% | +$10K | ﹤0.01% | 1914 |
|
|
2023
Q4 | $245K | Buy |
732
+45
| +7% | +$15.1K | ﹤0.01% | 1963 |
|
|
2023
Q3 | $202K | Buy |
+687
| New | +$202K | ﹤0.01% | 1992 |
|
|
2023
Q1 | – | Sell |
-4,239
| Closed | -$1.02M | – | 531 |
|
|
2022
Q4 | $1.02M | Buy |
+4,239
| New | +$1.02M | 0.01% | 218 |
|