Congress Wealth Management’s CrowdStrike CRWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.84M | Buy |
13,436
+2,532
| +23% | +$1.29M | 0.07% | 328 |
|
|
2025
Q1 | $3.87M | Buy |
10,904
+9,475
| +663% | +$3.36M | 0.05% | 369 |
|
|
2024
Q4 | $489K | Buy |
1,429
+67
| +5% | +$22.9K | 0.01% | 644 |
|
|
2024
Q3 | $382K | Sell |
1,362
-3,306
| -71% | -$927K | 0.01% | 685 |
|
|
2024
Q2 | $1.79M | Buy |
4,668
+398
| +9% | +$153K | 0.03% | 373 |
|
|
2024
Q1 | $1.37M | Buy |
4,270
+486
| +13% | +$156K | 0.02% | 351 |
|
|
2023
Q4 | $966K | Buy |
3,784
+724
| +24% | +$185K | 0.02% | 396 |
|
|
2023
Q3 | $512K | Buy |
+3,060
| New | +$512K | 0.01% | 454 |
|
|
2022
Q1 | – | Sell |
-1,122
| Closed | -$229K | – | 599 |
|
|
2021
Q4 | $229K | Buy |
+1,122
| New | +$229K | ﹤0.01% | 570 |
|