BCWM
Bartlett & Co Wealth Management’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
603
+230
| +62% | +$117K | ﹤0.01% | 390 |
|
|
2025
Q1 | $132K | Buy |
373
+323
| +646% | +$114K | ﹤0.01% | 501 |
|
|
2024
Q4 | $17.1K | Hold |
50
| – | – | ﹤0.01% | 829 |
|
|
2024
Q3 | $14K | Sell |
50
-50
| -50% | -$14K | ﹤0.01% | 875 |
|
|
2024
Q2 | $38.3K | Hold |
100
| – | – | ﹤0.01% | 706 |
|
|
2024
Q1 | $32.1K | Hold |
100
| – | – | ﹤0.01% | 733 |
|
|
2023
Q4 | $25.6K | Hold |
100
| – | – | ﹤0.01% | 827 |
|
|
2023
Q3 | $16.7K | Sell |
100
-10
| -9% | -$1.67K | ﹤0.01% | 857 |
|
|
2023
Q2 | $16.2K | Hold |
110
| – | – | ﹤0.01% | 856 |
|
|
2023
Q1 | $15.1K | Hold |
110
| – | – | ﹤0.01% | 759 |
|
|
2022
Q4 | $11.6K | Hold |
110
| – | – | ﹤0.01% | 809 |
|
|
2022
Q3 | $18.1K | Hold |
110
| – | – | ﹤0.01% | 723 |
|
|
2022
Q2 | $18.5K | Hold |
110
| – | – | ﹤0.01% | 749 |
|
|
2022
Q1 | $25K | Buy |
+110
| New | +$25K | ﹤0.01% | 697 |
|
|
2021
Q4 | – | Sell |
-110
| Closed | -$27K | – | 498 |
|
|
2021
Q3 | $27K | Hold |
110
| – | – | ﹤0.01% | 600 |
|
|
2021
Q2 | $27.6K | Hold |
110
| – | – | ﹤0.01% | 595 |
|
|
2021
Q1 | $20.1K | Hold |
110
| – | – | ﹤0.01% | 667 |
|
|
2020
Q4 | $23.3K | Hold |
110
| – | – | ﹤0.01% | 647 |
|
|
2020
Q3 | $15.1K | Buy |
110
+100
| +1,000% | +$13.7K | ﹤0.01% | 646 |
|
|
2020
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 815 |
|
|
2020
Q1 | $557 | Buy |
+10
| New | +$557 | ﹤0.01% | 819 |
|