BRWA
B. Riley Wealth Advisors’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
+29,145
| New | +$14.8M | 0.7% | 22 |
|
|
2024
Q4 | $7.9M | Buy |
23,092
+12,521
| +118% | +$4.28M | 0.26% | 85 |
|
|
2024
Q3 | $2.98M | Sell |
10,571
-6,453
| -38% | -$1.82M | 0.08% | 234 |
|
|
2024
Q2 | $6.52M | Buy |
17,024
+383
| +2% | +$147K | 0.17% | 126 |
|
|
2024
Q1 | $2.79M | Buy |
16,641
+1,163
| +8% | +$195K | 0.08% | 260 |
|
|
2023
Q4 | $3.95M | Sell |
15,478
-1,163
| -7% | -$297K | 0.11% | 205 |
|
|
2023
Q3 | $2.79M | Sell |
16,641
-3,313
| -17% | -$555K | 0.08% | 260 |
|
|
2023
Q2 | $2.93M | Buy |
19,954
+3,967
| +25% | +$583K | 0.07% | 280 |
|
|
2023
Q1 | $2.19M | Buy |
15,987
+86
| +0.5% | +$11.8K | 0.06% | 323 |
|
|
2022
Q4 | $1.67M | Buy |
15,901
+1,464
| +10% | +$154K | 0.05% | 382 |
|
|
2022
Q3 | $2.38M | Buy |
14,437
+5,799
| +67% | +$956K | 0.07% | 270 |
|
|
2022
Q2 | $1.46M | Sell |
8,638
-5,007
| -37% | -$844K | 0.06% | 311 |
|
|
2022
Q1 | $3.1M | Buy |
13,645
+3,569
| +35% | +$811K | 0.1% | 210 |
|
|
2021
Q4 | $2.06M | Sell |
10,076
-16,450
| -62% | -$3.37M | 0.06% | 341 |
|
|
2021
Q3 | $6.52M | Sell |
26,526
-12,839
| -33% | -$3.16M | 0.21% | 103 |
|
|
2021
Q2 | $9.89M | Buy |
39,365
+25,162
| +177% | +$6.32M | 0.32% | 64 |
|
|
2021
Q1 | $2.6M | Buy |
14,203
+5,474
| +63% | +$1M | 0.09% | 252 |
|
|
2020
Q4 | $1.84M | Buy |
8,729
+1,910
| +28% | +$402K | 0.1% | 215 |
|
|
2020
Q3 | $890K | Buy |
6,819
+2,397
| +54% | +$313K | 0.05% | 338 |
|
|
2020
Q2 | $444K | Sell |
4,422
-191
| -4% | -$19.2K | 0.03% | 495 |
|
|
2020
Q1 | $258K | Buy |
+4,613
| New | +$258K | 0.02% | 590 |
|
|
2019
Q4 | – | Sell |
-6,235
| Closed | -$364K | – | 854 |
|
|
2019
Q3 | $364K | Buy |
+6,235
| New | +$364K | 0.04% | 520 |
|