CWM
Centric Wealth Management’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
6,547
+551
| +9% | +$234K | 0.66% | 55 |
|
|
2025
Q1 | $2.11M | Buy |
5,996
+1,699
| +40% | +$599K | 0.56% | 65 |
|
|
2024
Q4 | $1.47M | Buy |
+4,297
| New | +$1.47M | 0.4% | 70 |
|
|
2022
Q4 | – | Sell |
-6,622
| Closed | -$1.09M | – | 107 |
|
|
2022
Q3 | $1.09M | Buy |
6,622
+250
| +4% | +$41.2K | 0.43% | 60 |
|
|
2022
Q2 | $1.07M | Hold |
6,372
| – | – | 0.39% | 72 |
|
|
2022
Q1 | $1.45M | Sell |
6,372
-300
| -4% | -$68.1K | 0.46% | 62 |
|
|
2021
Q4 | $1.37M | Hold |
6,672
| – | – | 0.45% | 63 |
|
|
2021
Q3 | $1.64M | Hold |
6,672
| – | – | 0.6% | 36 |
|
|
2021
Q2 | $1.68M | Buy |
+6,672
| New | +$1.68M | 0.58% | 38 |
|