Carson Wealth (CWM LLC)’s CrowdStrike CRWD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$33.1M Sell
65,045
-677
-1% -$345K 0.12% 156
2025
Q1
$23.2M Sell
65,722
-799
-1% -$282K 0.09% 204
2024
Q4
$22.8M Buy
66,521
+2,589
+4% +$886K 0.09% 187
2024
Q3
$17.9M Buy
63,932
+51,482
+414% +$14.4M 0.08% 227
2024
Q2
$4.77M Buy
12,450
+3,176
+34% +$1.22M 0.02% 430
2024
Q1
$2.97M Buy
9,274
+1,373
+17% +$440K 0.01% 528
2023
Q4
$2.02M Buy
7,901
+530
+7% +$135K 0.01% 574
2023
Q3
$1.23M Buy
7,371
+974
+15% +$163K 0.01% 665
2023
Q2
$940K Buy
6,397
+590
+10% +$86.7K 0.01% 737
2023
Q1
$797K Buy
5,807
+1,525
+36% +$209K 0.01% 720
2022
Q4
$451K Buy
4,282
+368
+9% +$38.8K ﹤0.01% 837
2022
Q3
$645K Sell
3,914
-245
-6% -$40.4K 0.01% 676
2022
Q2
$701K Buy
4,159
+500
+14% +$84.3K 0.01% 655
2022
Q1
$831K Buy
3,659
+1,107
+43% +$251K 0.01% 605
2021
Q4
$523K Buy
+2,552
New +$523K ﹤0.01% 714
2021
Q2
$484K Hold
1,926
﹤0.01% 683
2021
Q1
$484K Hold
1,926
﹤0.01% 683
2020
Q4
$484K Hold
1,926
﹤0.01% 683
2020
Q3
$484K Hold
1,926
﹤0.01% 683
2020
Q2
$484K Hold
1,926
﹤0.01% 683
2020
Q1
$484K Hold
1,926
﹤0.01% 683
2019
Q4
$484K Hold
1,926
﹤0.01% 683
2019
Q3
$484K Hold
1,926
﹤0.01% 683
2019
Q2
$484K Hold
1,926
﹤0.01% 683
2019
Q1
$484K Buy
+1,926
New +$484K ﹤0.01% 683