Cook Wealth, LLC ERIE Holdings History
Number of Shares
12,724.00
Current Holdings Value*
$4.47 Mil
% of Portfolio
2.17%
Total Estimate Gain
$-387,603.28
% of Total Estimate Gain
-7.88%
Cook Wealth, LLC's Erie Indemnity Co Holding Summary
As of 2025-03-31, Cook Wealth, LLC held 12,724.00 shares of Erie Indemnity Co(ERIE), totaling $4.47 Mil. This investment constitutes 2.17% of their stock portfolio, and Cook Wealth, LLC now holds 0.02% of the outstanding Erie Indemnity Co(ERIE) stock.
The initial trade took place in 2024Q1. And since then Cook Wealth, LLC has made 2 purchases of ERIE, at an average price of $373.99, for a total of 13,149.00 shares. In addition, there have been 2 sales at an average price of $452.45 for 425.00 shares. Based on historical transaction data and ERIE's current price of $340.91, Cook Wealth, LLC's estimated gain on his ERIE holdings is $-387,603.28, reflecting a -7.88% gain to date.
Cook Wealth, LLC ERIE ($340.91) Holding Chart
Cook Wealth, LLC ERIE ($340.91) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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