ISWM
Independent Solutions Wealth Management’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.3M | Buy |
8,449
+89
| +1% | +$45.3K | 0.84% | 34 |
|
|
2025
Q1 | $2.95M | Buy |
8,360
+5,054
| +153% | +$1.78M | 0.66% | 47 |
|
|
2024
Q4 | $1.13M | Sell |
3,306
-28
| -0.8% | -$9.58K | 0.25% | 105 |
|
|
2024
Q3 | $935K | Sell |
3,334
-7,132
| -68% | -$2M | 0.21% | 99 |
|
|
2024
Q2 | $4.01M | Buy |
10,466
+15
| +0.1% | +$5.75K | 0.92% | 26 |
|
|
2024
Q1 | $3.35M | Sell |
10,451
-988
| -9% | -$317K | 0.8% | 39 |
|
|
2023
Q4 | $2.92M | Buy |
11,439
+235
| +2% | +$60K | 0.75% | 44 |
|
|
2023
Q3 | $1.88M | Buy |
11,204
+7,906
| +240% | +$1.32M | 0.49% | 51 |
|
|
2023
Q2 | $484K | Sell |
3,298
-33
| -1% | -$4.85K | 0.12% | 128 |
|
|
2023
Q1 | $457K | Sell |
3,331
-29
| -0.9% | -$3.98K | 0.13% | 126 |
|
|
2022
Q4 | $354K | Sell |
3,360
-301
| -8% | -$31.7K | 0.11% | 150 |
|
|
2022
Q3 | $603K | Sell |
3,661
-93
| -2% | -$15.3K | 0.2% | 99 |
|
|
2022
Q2 | $633K | Sell |
3,754
-7,092
| -65% | -$1.2M | 0.2% | 100 |
|
|
2022
Q1 | $2.46M | Sell |
10,846
-413
| -4% | -$93.8K | 0.58% | 41 |
|
|
2021
Q4 | $2.31M | Buy |
11,259
+217
| +2% | +$44.4K | 0.54% | 44 |
|
|
2021
Q3 | $2.71M | Sell |
11,042
-26
| -0.2% | -$6.39K | 0.67% | 38 |
|
|
2021
Q2 | $2.78M | Buy |
11,068
+355
| +3% | +$89.2K | 0.68% | 39 |
|
|
2021
Q1 | $1.96M | Buy |
10,713
+1,030
| +11% | +$188K | 0.54% | 44 |
|
|
2020
Q4 | $2.05M | Buy |
9,683
+1,823
| +23% | +$386K | 0.64% | 41 |
|
|
2020
Q3 | $1.08M | Buy |
+7,860
| New | +$1.08M | 0.41% | 53 |
|