GeoWealth 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 | $368K | Buy |
723
+104
| +17% | +$53K | 0.01% | 485 |
|
2025
Q1 | $218K | Sell |
619
-579
| -48% | -$204K | 0.01% | 639 |
|
2024
Q4 | $410K | Sell |
1,198
-144
| -11% | -$49.3K | 0.01% | 521 |
|
2024
Q3 | $376K | Sell |
1,342
-456
| -25% | -$128K | 0.01% | 533 |
|
2024
Q2 | $689K | Buy |
1,798
+564
| +46% | +$216K | 0.03% | 354 |
|
2024
Q1 | $396K | Buy |
1,234
+867
| +236% | +$278K | 0.02% | 496 |
|
2023
Q4 | $93K | Buy |
+367
| New | +$93K | 0.01% | 593 |
|