Integrated Wealth Concepts’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.3M Sell
22,114
-750
-3% -$382K 0.11% 170
2025
Q1
$8.06M Buy
22,864
+1,840
+9% +$649K 0.09% 211
2024
Q4
$7.19M Buy
21,024
+1,196
+6% +$409K 0.08% 226
2024
Q3
$5.56M Buy
19,828
+3,056
+18% +$857K 0.07% 264
2024
Q2
$6.43M Buy
16,772
+1,072
+7% +$411K 0.09% 221
2024
Q1
$5.03M Buy
15,700
+1,201
+8% +$385K 0.07% 264
2023
Q4
$3.7M Sell
14,499
-1,102
-7% -$281K 0.06% 298
2023
Q3
$2.61M Buy
15,601
+742
+5% +$124K 0.05% 363
2023
Q2
$2.18M Buy
14,859
+2,183
+17% +$321K 0.04% 429
2023
Q1
$1.74M Buy
12,676
+3,715
+41% +$510K 0.04% 455
2022
Q4
$944K Sell
8,961
-1,944
-18% -$205K 0.03% 488
2022
Q3
$1.8M Sell
10,905
-312
-3% -$51.4K 0.06% 309
2022
Q2
$1.89M Buy
11,217
+10
+0.1% +$1.69K 0.06% 294
2022
Q1
$2.55M Buy
11,207
+1,036
+10% +$235K 0.08% 214
2021
Q4
$2.08M Buy
10,171
+970
+11% +$199K 0.06% 255
2021
Q3
$2.26M Buy
9,201
+5,301
+136% +$1.3M 0.07% 223
2021
Q2
$980K Buy
3,900
+5
+0.1% +$1.26K 0.03% 361
2021
Q1
$711K Buy
3,895
+1,372
+54% +$250K 0.03% 378
2020
Q4
$534K Buy
2,523
+147
+6% +$31.1K 0.03% 397
2020
Q3
$326K Buy
+2,376
New +$326K 0.02% 435