Baldwin Wealth Partners’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-500
| Closed | -$140K | – | 404 |
|
|
2024
Q3 | $140K | Sell |
500
-4
| -0.8% | -$1.12K | 0.01% | 373 |
|
|
2024
Q2 | $193K | Buy |
504
+4
| +0.8% | +$1.53K | 0.02% | 202 |
|
|
2024
Q1 | $160K | Hold |
500
| – | – | 0.01% | 228 |
|
|
2023
Q4 | $128K | Hold |
500
| – | – | 0.01% | 253 |
|
|
2023
Q3 | $83.7K | Hold |
500
| – | – | 0.01% | 318 |
|
|
2023
Q2 | $73.4K | Hold |
500
| – | – | 0.01% | 361 |
|
|
2023
Q1 | $68.6K | Hold |
500
| – | – | 0.01% | 371 |
|
|
2022
Q4 | $52.6K | Sell |
500
-700
| -58% | -$73.7K | ﹤0.01% | 409 |
|
|
2022
Q3 | $198K | Hold |
1,200
| – | – | 0.03% | 171 |
|
|
2022
Q2 | $202K | Sell |
1,200
-15
| -1% | -$2.53K | 0.03% | 179 |
|
|
2022
Q1 | $275K | Buy |
1,215
+100
| +9% | +$22.6K | 0.03% | 172 |
|
|
2021
Q4 | $228K | Buy |
1,115
+100
| +10% | +$20.4K | 0.02% | 194 |
|
|
2021
Q3 | $250K | Sell |
1,015
-406
| -29% | -$100K | 0.03% | 182 |
|
|
2021
Q2 | $357K | Hold |
1,421
| – | – | 0.04% | 149 |
|
|
2021
Q1 | $260K | Buy |
1,421
+421
| +42% | +$77K | 0.03% | 160 |
|
|
2020
Q4 | $212K | Hold |
1,000
| – | – | 0.03% | 168 |
|
|
2020
Q3 | $137K | Buy |
1,000
+500
| +100% | +$68.5K | 0.02% | 195 |
|
|
2020
Q2 | $50K | Buy |
+500
| New | +$50K | 0.01% | 293 |
|