KMWM
Keudell/Morrison Wealth Management’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Buy |
1,505
+124
| +9% | +$63.2K | 0.17% | 82 |
|
|
2025
Q1 | $487K | Sell |
1,381
-1
| -0.1% | -$353 | 0.11% | 112 |
|
|
2024
Q4 | $473K | Sell |
1,382
-51
| -4% | -$17.5K | 0.12% | 113 |
|
|
2024
Q3 | $402K | Sell |
1,433
-115
| -7% | -$32.3K | 0.11% | 130 |
|
|
2024
Q2 | $593K | Buy |
1,548
+114
| +8% | +$43.7K | 0.17% | 100 |
|
|
2024
Q1 | $460K | Sell |
1,434
-26
| -2% | -$8.34K | 0.14% | 120 |
|
|
2023
Q4 | $373K | Sell |
1,460
-145
| -9% | -$37K | 0.12% | 128 |
|
|
2023
Q3 | $269K | Hold |
1,605
| – | – | 0.08% | 151 |
|
|
2023
Q2 | $236K | Buy |
+1,605
| New | +$236K | 0.07% | 172 |
|