OWMIAS
One Wealth Management Investment & Advisory Services’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584K | Buy |
1,146
+6
| +0.5% | +$3.06K | 0.75% | 24 |
|
|
2025
Q1 | $402K | Buy |
1,140
+44
| +4% | +$15.5K | 0.67% | 28 |
|
|
2024
Q4 | $375K | Buy |
1,096
+2
| +0.2% | +$684 | 0.59% | 28 |
|
|
2024
Q3 | $307K | Sell |
1,094
-195
| -15% | -$54.7K | 0.54% | 35 |
|
|
2024
Q2 | $494K | Sell |
1,289
-1
| -0.1% | -$383 | 0.2% | 67 |
|
|
2024
Q1 | $414K | Sell |
1,290
-547
| -30% | -$175K | 0.17% | 72 |
|
|
2023
Q4 | $469K | Buy |
+1,837
| New | +$469K | 0.21% | 73 |
|