EWM
Executive Wealth Management’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $302K | Sell |
882
-126
| -13% | -$43.1K | 0.02% | 211 |
|
|
2024
Q3 | $283K | Sell |
1,008
-1,257
| -55% | -$353K | 0.02% | 223 |
|
|
2024
Q2 | $868K | Buy |
2,265
+74
| +3% | +$28.4K | 0.16% | 59 |
|
|
2024
Q1 | $700K | Buy |
2,191
+259
| +13% | +$82.8K | 0.06% | 133 |
|
|
2023
Q4 | $493K | Buy |
1,932
+430
| +29% | +$110K | 0.05% | 140 |
|
|
2023
Q3 | $251K | Sell |
1,502
-100
| -6% | -$16.7K | 0.03% | 174 |
|
|
2023
Q2 | $235K | Hold |
1,602
| – | – | 0.02% | 183 |
|
|
2023
Q1 | $220K | Buy |
+1,602
| New | +$220K | 0.02% | 183 |
|
|
2022
Q2 | – | Sell |
-1,012
| Closed | -$229K | – | 188 |
|
|
2022
Q1 | $229K | Sell |
1,012
-658
| -39% | -$149K | 0.02% | 174 |
|
|
2021
Q4 | $341K | Buy |
1,670
+198
| +13% | +$40.4K | 0.03% | 155 |
|
|
2021
Q3 | $361K | Sell |
1,472
-25
| -2% | -$6.13K | 0.04% | 145 |
|
|
2021
Q2 | $376K | Sell |
1,497
-438
| -23% | -$110K | 0.04% | 147 |
|
|
2021
Q1 | $353K | Buy |
+1,935
| New | +$353K | 0.04% | 144 |
|
|
2019
Q3 | – | Sell |
-500
| Closed | -$34K | – | 271 |
|
|
2019
Q2 | $34K | Buy |
+500
| New | +$34K | ﹤0.01% | 367 |
|