HWA
HHM Wealth Advisors’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Hold |
1,171
| – | – | 0.07% | 101 |
|
|
2025
Q1 | $413K | Hold |
1,171
| – | – | 0.06% | 119 |
|
|
2024
Q4 | $401K | Buy |
1,171
+5
| +0.4% | +$1.71K | 0.05% | 124 |
|
|
2024
Q3 | $327K | Buy |
1,166
+185
| +19% | +$51.9K | 0.05% | 128 |
|
|
2024
Q2 | $376K | Buy |
981
+20
| +2% | +$7.66K | 0.06% | 110 |
|
|
2024
Q1 | $308K | Hold |
961
| – | – | 0.05% | 114 |
|
|
2023
Q4 | $245K | Hold |
961
| – | – | 0.04% | 122 |
|
|
2023
Q3 | $161K | Buy |
961
+11
| +1% | +$1.84K | 0.03% | 148 |
|
|
2023
Q2 | $140K | Buy |
950
+200
| +27% | +$29.4K | 0.03% | 168 |
|
|
2023
Q1 | $103K | Hold |
750
| – | – | 0.02% | 198 |
|
|
2022
Q4 | $79K | Buy |
750
+195
| +35% | +$20.5K | 0.02% | 192 |
|
|
2022
Q3 | $91K | Sell |
555
-57
| -9% | -$9.35K | 0.02% | 173 |
|
|
2022
Q2 | $103K | Buy |
612
+18
| +3% | +$3.03K | 0.03% | 190 |
|
|
2022
Q1 | $135K | Buy |
594
+10
| +2% | +$2.27K | 0.03% | 182 |
|
|
2021
Q4 | $120K | Buy |
584
+308
| +112% | +$63.3K | 0.03% | 194 |
|
|
2021
Q3 | $68K | Hold |
276
| – | – | 0.02% | 256 |
|
|
2021
Q2 | $69K | Buy |
276
+26
| +10% | +$6.5K | 0.02% | 252 |
|
|
2021
Q1 | $46K | Buy |
+250
| New | +$46K | 0.01% | 283 |
|