CNWM
Clay Northam Wealth Management’s CrowdStrike CRWD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.04M | Sell |
7,924
-95
| -1% | -$48.4K | 2.58% | 13 |
|
2025
Q1 | $2.83M | Buy |
8,019
+15
| +0.2% | +$5.29K | 1.98% | 15 |
|
2024
Q4 | $2.74M | Buy |
8,004
+68
| +0.9% | +$23.3K | 1.77% | 15 |
|
2024
Q3 | $2.23M | Buy |
7,936
+70
| +0.9% | +$19.6K | 1.53% | 14 |
|
2024
Q2 | $3.01M | Buy |
7,866
+10
| +0.1% | +$3.83K | 2.29% | 12 |
|
2024
Q1 | $2.52M | Sell |
7,856
-190
| -2% | -$60.9K | 2.03% | 12 |
|
2023
Q4 | $2.05M | Sell |
8,046
-294
| -4% | -$75.1K | 1.83% | 12 |
|
2023
Q3 | $1.4M | Buy |
8,340
+15
| +0.2% | +$2.51K | 1.39% | 13 |
|
2023
Q2 | $1.22M | Hold |
8,325
| – | – | 1.16% | 16 |
|
2023
Q1 | $1.14M | Sell |
8,325
-20
| -0.2% | -$2.75K | 1.18% | 16 |
|
2022
Q4 | $879K | Sell |
8,345
-490
| -6% | -$51.6K | 1.01% | 19 |
|
2022
Q3 | $1.46M | Sell |
8,835
-249
| -3% | -$41K | 1.82% | 12 |
|
2022
Q2 | $1.53M | Sell |
9,084
-80
| -0.9% | -$13.5K | 1.91% | 12 |
|
2022
Q1 | $2.08M | Sell |
9,164
-45
| -0.5% | -$10.2K | 2.11% | 11 |
|
2021
Q4 | $1.89M | Buy |
+9,209
| New | +$1.89M | 1.78% | 11 |
|