GIM
Grassi Investment Management’s CrowdStrike CRWD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $549K | Buy |
1,078
+28
| +3% | +$14.3K | 0.04% | 90 |
|
2025
Q1 | $370K | Buy |
1,050
+350
| +50% | +$123K | 0.03% | 103 |
|
2024
Q4 | $240K | Buy |
+700
| New | +$240K | 0.02% | 114 |
|
2024
Q3 | – | Sell |
-1,400
| Closed | -$536K | – | 129 |
|
2024
Q2 | $536K | Hold |
1,400
| – | – | 0.05% | 95 |
|
2024
Q1 | $449K | Sell |
1,400
-15,775
| -92% | -$5.06M | 0.04% | 101 |
|
2023
Q4 | $4.39M | Buy |
17,175
+4,450
| +35% | +$1.14M | 0.46% | 48 |
|
2023
Q3 | $2.13M | Buy |
+12,725
| New | +$2.13M | 0.25% | 66 |
|
2020
Q4 | – | Sell |
-6,825
| Closed | -$937K | – | 138 |
|
2020
Q3 | $937K | Buy |
6,825
+2,700
| +65% | +$371K | 0.13% | 80 |
|
2020
Q2 | $414K | Buy |
+4,125
| New | +$414K | 0.06% | 98 |
|