AWM
Avaii Wealth Management’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806K | Buy |
1,583
+99
| +7% | +$50.4K | 0.36% | 35 |
|
|
2025
Q1 | $523K | Buy |
1,484
+25
| +2% | +$8.82K | 0.28% | 55 |
|
|
2024
Q4 | $499K | Buy |
1,459
+134
| +10% | +$45.9K | 0.25% | 59 |
|
|
2024
Q3 | $372K | Buy |
1,325
+206
| +18% | +$57.8K | 0.19% | 76 |
|
|
2024
Q2 | $429K | Buy |
1,119
+73
| +7% | +$28K | 0.24% | 72 |
|
|
2024
Q1 | $335K | Sell |
1,046
-2,418
| -70% | -$775K | 0.2% | 98 |
|
|
2023
Q4 | $884K | Buy |
3,464
+1,717
| +98% | +$438K | 0.58% | 40 |
|
|
2023
Q3 | $292K | Buy |
+1,747
| New | +$292K | 0.22% | 100 |
|
|
2022
Q4 | – | Sell |
-2,269
| Closed | -$374K | – | 126 |
|
|
2022
Q3 | $374K | Buy |
2,269
+199
| +10% | +$32.8K | 0.39% | 60 |
|
|
2022
Q2 | $349K | Buy |
2,070
+1,052
| +103% | +$177K | 0.37% | 57 |
|
|
2022
Q1 | $231K | Buy |
+1,018
| New | +$231K | 0.21% | 89 |
|