JPWM
Jamison Private Wealth Management’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
4,923
-91
| -2% | -$46.3K | 0.36% | 66 |
|
|
2025
Q1 | $1.77M | Buy |
5,014
+433
| +9% | +$153K | 0.27% | 85 |
|
|
2024
Q4 | $1.57M | Buy |
4,581
+241
| +6% | +$82.5K | 0.23% | 91 |
|
|
2024
Q3 | $1.22M | Buy |
4,340
+1,537
| +55% | +$431K | 0.19% | 96 |
|
|
2024
Q2 | $1.07M | Buy |
2,803
+352
| +14% | +$135K | 0.18% | 97 |
|
|
2024
Q1 | $786K | Buy |
2,451
+989
| +68% | +$317K | 0.13% | 108 |
|
|
2023
Q4 | $373K | Buy |
1,462
+146
| +11% | +$37.3K | 0.07% | 142 |
|
|
2023
Q3 | $220K | Buy |
+1,316
| New | +$220K | 0.05% | 158 |
|