Institute for Wealth 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 | $855K | Sell |
1,679
-139
| -8% | -$70.8K | 0.1% | 223 |
|
|
2025
Q1 | $641K | Sell |
1,818
-38
| -2% | -$13.4K | 0.08% | 250 |
|
|
2024
Q4 | $635K | Buy |
1,856
+4
| +0.2% | +$1.37K | 0.08% | 245 |
|
|
2024
Q3 | $519K | Buy |
1,852
+1,097
| +145% | +$308K | 0.07% | 291 |
|
|
2024
Q2 | $289K | Buy |
755
+34
| +5% | +$13K | 0.04% | 392 |
|
|
2024
Q1 | $231K | Buy |
+721
| New | +$231K | 0.03% | 444 |
|
|
2022
Q4 | – | Sell |
-2,177
| Closed | -$359K | – | 450 |
|
|
2022
Q3 | $359K | Buy |
2,177
+186
| +9% | +$30.7K | 0.08% | 302 |
|
|
2022
Q2 | $336K | Buy |
1,991
+228
| +13% | +$38.5K | 0.07% | 364 |
|
|
2022
Q1 | $400K | Buy |
+1,763
| New | +$400K | 0.06% | 334 |
|