CWM
Circle Wealth Management’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.42M | Buy |
15,378
+1,469
| +11% | +$518K | 0.12% | 40 |
|
|
2024
Q4 | $4.76M | Buy |
13,909
+738
| +6% | +$253K | 0.1% | 46 |
|
|
2024
Q3 | $3.69M | Sell |
13,171
-10,277
| -44% | -$2.88M | 0.08% | 52 |
|
|
2024
Q2 | $8.99M | Buy |
23,448
+565
| +2% | +$217K | 0.21% | 30 |
|
|
2024
Q1 | $7.34M | Sell |
22,883
-17,576
| -43% | -$5.63M | 0.18% | 34 |
|
|
2023
Q4 | $10.3M | Sell |
40,459
-515
| -1% | -$131K | 0.26% | 28 |
|
|
2023
Q3 | $6.86M | Sell |
40,974
-845
| -2% | -$141K | 0.17% | 34 |
|
|
2023
Q2 | $6.14M | Sell |
41,819
-71
| -0.2% | -$10.4K | 0.81% | 19 |
|
|
2023
Q1 | $5.75M | Buy |
41,890
+2,036
| +5% | +$279K | 0.83% | 18 |
|
|
2022
Q4 | $4.2M | Buy |
39,854
+10,659
| +37% | +$1.12M | 0.65% | 26 |
|
|
2022
Q3 | $4.81M | Buy |
29,195
+62
| +0.2% | +$10.2K | 0.79% | 21 |
|
|
2022
Q2 | $4.91M | Buy |
29,133
+7,421
| +34% | +$1.25M | 0.78% | 20 |
|
|
2022
Q1 | $4.93M | Buy |
21,712
+5,312
| +32% | +$1.21M | 0.65% | 25 |
|
|
2021
Q4 | $3.36M | Sell |
16,400
-4,404
| -21% | -$902K | 0.44% | 27 |
|
|
2021
Q3 | $5.11M | Buy |
20,804
+344
| +2% | +$84.5K | 0.74% | 20 |
|
|
2021
Q2 | $5.14M | Buy |
20,460
+5,084
| +33% | +$1.28M | 0.74% | 20 |
|
|
2021
Q1 | $2.81M | Buy |
15,376
+3,410
| +28% | +$622K | 0.45% | 29 |
|
|
2020
Q4 | $2.54M | Buy |
11,966
+2,431
| +25% | +$515K | 0.36% | 34 |
|
|
2020
Q3 | $1.31M | Buy |
9,535
+2,220
| +30% | +$305K | 0.22% | 52 |
|
|
2020
Q2 | $734K | Buy |
7,315
+837
| +13% | +$84K | 0.13% | 82 |
|
|
2020
Q1 | $361K | Buy |
+6,478
| New | +$361K | 0.07% | 132 |
|