Williams Jones Wealth Management’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 | $267K | Hold |
770
| – | – | ﹤0.01% | 435 |
|
|
2025
Q1 | $323K | Hold |
770
| – | – | ﹤0.01% | 396 |
|
|
2024
Q4 | $317K | Hold |
770
| – | – | ﹤0.01% | 406 |
|
|
2024
Q3 | $416K | Hold |
770
| – | – | ﹤0.01% | 387 |
|
|
2024
Q2 | $279K | Hold |
770
| – | – | ﹤0.01% | 427 |
|
|
2024
Q1 | $309K | Hold |
770
| – | – | ﹤0.01% | 425 |
|
|
2023
Q4 | $258K | Hold |
770
| – | – | ﹤0.01% | 445 |
|
|
2023
Q3 | $226K | Buy |
+770
| New | +$226K | ﹤0.01% | 465 |
|