Circle Wealth Management’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8M Buy
2025
Q1
$5.42M Buy
2024
Q4
$4.76M Buy
2024
Q3
$3.69M Sell
2024
Q2
$8.99M Buy
2024
Q1
$7.34M Sell
2023
Q4
$10.3M Sell
2023
Q3
$6.86M Sell
2023
Q2
$6.14M Sell
2023
Q1
$5.75M Buy
2022
Q4
$4.2M Buy
2022
Q3
$4.81M Buy
2022
Q2
$4.91M Buy
2022
Q1
$4.93M Buy
2021
Q4
$3.36M Sell
2021
Q3
$5.11M Buy
2021
Q2
$5.14M Buy
2021
Q1
$2.81M Buy
2020
Q4
$2.54M Buy
2020
Q3
$1.31M Buy
2020
Q2
$734K Buy
2020
Q1
$361K Buy