MWM
MinichMacGregor Wealth Management’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-691
| Closed | -$244K | – | 130 |
|
|
2025
Q1 | $244K | Hold |
691
| – | – | 0.05% | 112 |
|
|
2024
Q4 | $236K | Buy |
+691
| New | +$236K | 0.05% | 110 |
|
|
2024
Q3 | – | Sell |
-20,396
| Closed | -$7.82M | – | 119 |
|
|
2024
Q2 | $7.82M | Sell |
20,396
-1,517
| -7% | -$581K | 1.91% | 23 |
|
|
2024
Q1 | $7M | Sell |
21,913
-4,845
| -18% | -$1.55M | 1.79% | 20 |
|
|
2023
Q4 | $6.83M | Buy |
26,758
+2,475
| +10% | +$632K | 1.97% | 16 |
|
|
2023
Q3 | $4.06M | Buy |
24,283
+5,038
| +26% | +$843K | 1.35% | 23 |
|
|
2023
Q2 | $2.83M | Buy |
+19,245
| New | +$2.83M | 0.88% | 40 |
|
|
2023
Q1 | – | Sell |
-50
| Closed | -$5.26K | – | 207 |
|
|
2022
Q4 | $5.26K | Buy |
+50
| New | +$5.26K | ﹤0.01% | 480 |
|