GSWM
Golden State Wealth Management’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Buy |
1,157
+637
| +123% | +$324K | 0.07% | 199 |
|
|
2025
Q1 | $183K | Sell |
520
-316
| -38% | -$111K | 0.03% | 351 |
|
|
2024
Q4 | $286K | Buy |
+836
| New | +$286K | 0.04% | 275 |
|
|
2022
Q1 | – | Sell |
-1,323
| Closed | -$271K | – | 316 |
|
|
2021
Q4 | $271K | Buy |
1,323
+224
| +20% | +$45.9K | 0.05% | 305 |
|
|
2021
Q3 | $270K | Buy |
1,099
+188
| +21% | +$46.2K | 0.06% | 247 |
|
|
2021
Q2 | $229K | Sell |
911
-740
| -45% | -$186K | 0.05% | 262 |
|
|
2021
Q1 | $301K | Buy |
1,651
+294
| +22% | +$53.6K | 0.1% | 148 |
|
|
2020
Q4 | $287K | Buy |
+1,357
| New | +$287K | 0.08% | 182 |
|
|
2020
Q2 | – | Sell |
-250
| Closed | -$14K | – | 309 |
|
|
2020
Q1 | $14K | Buy |
+250
| New | +$14K | 0.01% | 554 |
|
|
2019
Q4 | – | Sell |
-250
| Closed | -$15K | – | 218 |
|
|
2019
Q3 | $15K | Hold |
250
| – | – | ﹤0.01% | 665 |
|
|
2019
Q2 | $17K | Buy |
+250
| New | +$17K | 0.01% | 641 |
|