WI
Wedgewood Investors’s Erie Indemnity ERIE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.82M | Sell |
22,548
-1,550
| -6% | -$538K | 9.01% | 1 |
|
|
2025
Q1 | $10.1M | Sell |
24,098
-1,200
| -5% | -$503K | 11.99% | 1 |
|
|
2024
Q4 | $10.4M | Sell |
25,298
-100
| -0.4% | -$41.2K | 12.29% | 1 |
|
|
2024
Q3 | $13.7M | Sell |
25,398
-4,900
| -16% | -$2.65M | 14.97% | 1 |
|
|
2024
Q2 | $11M | Buy |
+30,298
| New | +$11M | 13.04% | 1 |
|
|
2023
Q4 | $12.7M | Hold |
37,883
| – | – | 15.79% | 1 |
|
|
2023
Q3 | $11.1M | Sell |
37,883
-2,700
| -7% | -$793K | 15.08% | 1 |
|
|
2023
Q2 | $8.52M | Hold |
40,583
| – | – | 10.92% | 1 |
|
|
2023
Q1 | $9.4M | Sell |
40,583
-600
| -1% | -$139K | 12.31% | 1 |
|
|
2022
Q4 | $10.2M | Sell |
41,183
-100
| -0.2% | -$24.9K | 13.5% | 1 |
|
|
2022
Q3 | $9.18M | Sell |
41,283
-100
| -0.2% | -$22.2K | 14.11% | 1 |
|
|
2022
Q2 | $7.95M | Sell |
41,383
-2,729
| -6% | -$524K | 11.24% | 1 |
|
|
2022
Q1 | $7.77M | Sell |
44,112
-5,035
| -10% | -$887K | 9.39% | 1 |
|
|
2021
Q4 | $9.47M | Sell |
49,147
-1,090
| -2% | -$210K | 11.17% | 1 |
|
|
2021
Q3 | $8.96M | Sell |
50,237
-605
| -1% | -$108K | 11.65% | 1 |
|
|
2021
Q2 | $9.83M | Hold |
50,842
| – | – | 12.38% | 1 |
|
|
2021
Q1 | $11.2M | Sell |
50,842
-1,000
| -2% | -$221K | 14.03% | 1 |
|
|
2020
Q4 | $12.7M | Hold |
51,842
| – | – | 16.62% | 1 |
|
|
2020
Q3 | $10.9M | Sell |
51,842
-50
| -0.1% | -$10.5K | 16.29% | 1 |
|
|
2020
Q2 | $9.96M | Hold |
51,892
| – | – | 16.05% | 1 |
|
|
2020
Q1 | $7.69M | Sell |
51,892
-855
| -2% | -$127K | 14.82% | 1 |
|
|
2019
Q4 | $8.76M | Hold |
52,747
| – | – | 12.51% | 1 |
|
|
2019
Q3 | $9.79M | Hold |
52,747
| – | – | 14.61% | 1 |
|
|
2019
Q2 | $13.4M | Sell |
52,747
-58
| -0.1% | -$14.7K | 19.21% | 1 |
|
|
2019
Q1 | $9.43M | Sell |
52,805
-28
| -0.1% | -$5K | 14.62% | 1 |
|
|
2018
Q4 | $7.04M | Hold |
52,833
| – | – | 12.84% | 1 |
|
|
2018
Q3 | $6.74M | Buy |
52,833
+900
| +2% | +$115K | 10.67% | 1 |
|
|
2018
Q2 | $6.09M | Sell |
51,933
-1,201
| -2% | -$141K | 10.4% | 1 |
|
|
2018
Q1 | $6.25M | Sell |
53,134
-69
| -0.1% | -$8.12K | 5.35% | 2 |
|
|
2017
Q4 | $6.48M | Hold |
53,203
| – | – | 5.27% | 2 |
|
|
2017
Q3 | $6.42M | Sell |
53,203
-300
| -0.6% | -$36.2K | 5.41% | 2 |
|
|
2017
Q2 | $6.69M | Hold |
53,503
| – | – | 5.75% | 1 |
|
|
2017
Q1 | $6.57M | Sell |
53,503
-23
| -0% | -$2.82K | 5.74% | 1 |
|
|
2016
Q4 | $6.02M | Hold |
53,526
| – | – | 5.54% | 2 |
|
|
2016
Q3 | $5.46M | Sell |
53,526
-4
| -0% | -$408 | 5.11% | 2 |
|
|
2016
Q2 | $5.32M | Hold |
53,530
| – | – | 5.06% | 2 |
|
|
2016
Q1 | $4.98M | Hold |
53,530
| – | – | 5.01% | 4 |
|
|
2015
Q4 | $5.12M | Hold |
53,530
| – | – | 5.17% | 3 |
|
|
2015
Q3 | $4.44M | Sell |
53,530
-200
| -0.4% | -$16.6K | 4.54% | 6 |
|
|
2015
Q2 | $4.41M | Buy |
53,730
+5
| +0% | +$410 | 4.21% | 4 |
|
|
2015
Q1 | $4.69M | Hold |
53,725
| – | – | 4.56% | 3 |
|
|
2014
Q4 | $4.88M | Sell |
53,725
-500
| -0.9% | -$45.4K | 4.84% | 3 |
|
|
2014
Q3 | $4.11M | Hold |
54,225
| – | – | 4.25% | 3 |
|
|
2014
Q2 | $4.08M | Hold |
54,225
| – | – | 4.21% | 5 |
|
|
2014
Q1 | $3.78M | Hold |
54,225
| – | – | 4.08% | 5 |
|
|
2013
Q4 | $3.97M | Hold |
54,225
| – | – | 4.43% | 3 |
|
|
2013
Q3 | $3.93M | Sell |
54,225
-270
| -0.5% | -$19.6K | 4.66% | 3 |
|
|
2013
Q2 | $4.34M | Buy |
+54,495
| New | +$4.34M | 5.58% | 2 |
|