PWM
Palumbo Wealth Management’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
2,847
+226
| +9% | +$115K | 0.45% | 52 |
|
|
2025
Q1 | $924K | Sell |
2,621
-1,153
| -31% | -$407K | 0.31% | 62 |
|
|
2024
Q4 | $1.29M | Buy |
3,774
+1,053
| +39% | +$360K | 0.48% | 48 |
|
|
2024
Q3 | $763K | Buy |
2,721
+398
| +17% | +$112K | 0.3% | 66 |
|
|
2024
Q2 | $890K | Buy |
2,323
+444
| +24% | +$170K | 0.38% | 59 |
|
|
2024
Q1 | $602K | Buy |
1,879
+814
| +76% | +$261K | 0.27% | 68 |
|
|
2023
Q4 | $272K | Buy |
+1,065
| New | +$272K | 0.14% | 104 |
|