AE Wealth Management’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.17M Buy
14,080
+2,737
+24% +$1.39M 0.05% 303
2025
Q1
$4M Buy
11,343
+909
+9% +$320K 0.03% 388
2024
Q4
$3.57M Buy
10,434
+2,751
+36% +$941K 0.03% 407
2024
Q3
$2.15M Buy
7,683
+732
+11% +$205K 0.02% 511
2024
Q2
$2.66M Buy
6,951
+3,263
+88% +$1.25M 0.03% 455
2024
Q1
$1.18M Sell
3,688
-58,220
-94% -$18.7M 0.01% 621
2023
Q4
$18M Buy
61,908
+35,362
+133% +$10.3M 0.09% 257
2023
Q3
$4.44M Sell
26,546
-817
-3% -$137K 0.03% 577
2023
Q2
$4.02M Buy
27,363
+8,961
+49% +$1.32M 0.02% 609
2023
Q1
$2.53M Buy
18,402
+10,360
+129% +$1.42M 0.02% 713
2022
Q4
$847K Sell
8,042
-6,161
-43% -$649K 0.01% 1049
2022
Q3
$2.34M Sell
14,203
-4,717
-25% -$777K 0.02% 645
2022
Q2
$3.19M Sell
18,920
-92
-0.5% -$15.5K 0.03% 525
2022
Q1
$4.32M Sell
19,012
-1,505
-7% -$342K 0.03% 485
2021
Q4
$4.2M Buy
20,517
+6,098
+42% +$1.25M 0.03% 458
2021
Q3
$3.54M Sell
14,419
-3,902
-21% -$959K 0.03% 462
2021
Q2
$4.6M Sell
18,321
-4,000
-18% -$1.01M 0.04% 394
2021
Q1
$4.07M Buy
22,321
+10,737
+93% +$1.96M 0.04% 362
2020
Q4
$2.45M Sell
11,584
-1,772
-13% -$375K 0.03% 440
2020
Q3
$1.83M Buy
13,356
+6,347
+91% +$872K 0.03% 450
2020
Q2
$703K Sell
7,009
-163
-2% -$16.3K 0.01% 729
2020
Q1
$399K Buy
+7,172
New +$399K 0.01% 755