Marcum Wealth’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$395K Sell
1,119
-4
-0.4% -$1.41K 0.03% 229
2024
Q4
$384K Buy
1,123
+6
+0.5% +$2.05K 0.03% 235
2024
Q3
$313K Buy
1,117
+19
+2% +$5.33K 0.03% 274
2024
Q2
$421K Sell
1,098
-25
-2% -$9.58K 0.04% 222
2024
Q1
$360K Sell
1,123
-102
-8% -$32.7K 0.04% 237
2023
Q4
$313K Sell
1,225
-69
-5% -$17.6K 0.03% 245
2023
Q3
$217K Buy
+1,294
New +$217K 0.03% 304
2022
Q4
Sell
-1,363
Closed -$225K 383
2022
Q3
$225K Buy
+1,363
New +$225K 0.03% 284
2022
Q2
Sell
-985
Closed -$224K 390
2022
Q1
$224K Buy
+985
New +$224K 0.03% 299
2021
Q2
Sell
-1,226
Closed -$224K 346
2021
Q1
$224K Buy
+1,226
New +$224K 0.04% 264