Perigon Wealth Management’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.4M Sell
8,643
-54
-0.6% -$27.5K 0.1% 194
2025
Q1
$3.07M Buy
8,697
+581
+7% +$205K 0.08% 246
2024
Q4
$2.95M Buy
8,116
+1,251
+18% +$455K 0.07% 250
2024
Q3
$1.93M Buy
6,865
+2,159
+46% +$606K 0.05% 293
2024
Q2
$1.8M Buy
4,706
+2,290
+95% +$878K 0.05% 267
2024
Q1
$775K Sell
2,416
-1,357
-36% -$435K 0.02% 428
2023
Q4
$963K Buy
3,773
+1,647
+77% +$421K 0.03% 348
2023
Q3
$356K Sell
2,126
-267
-11% -$44.7K 0.01% 532
2023
Q2
$351K Buy
2,393
+204
+9% +$30K 0.01% 556
2023
Q1
$300K Sell
2,189
-1,644
-43% -$226K 0.02% 537
2022
Q4
$404K Buy
3,833
+604
+19% +$63.6K 0.03% 440
2022
Q3
$532K Buy
3,229
+1,298
+67% +$214K 0.05% 320
2022
Q2
$325K Buy
1,931
+134
+7% +$22.6K 0.03% 415
2022
Q1
$408K Buy
1,797
+325
+22% +$73.8K 0.03% 399
2021
Q4
$301K Buy
1,472
+18
+1% +$3.68K 0.02% 452
2021
Q3
$357K Buy
1,454
+127
+10% +$31.2K 0.03% 375
2021
Q2
$333K Buy
1,327
+5
+0.4% +$1.26K 0.03% 378
2021
Q1
$241K Sell
1,322
-154
-10% -$28.1K 0.02% 426
2020
Q4
$313K Sell
1,476
-965
-40% -$205K 0.04% 321
2020
Q3
$335K Buy
2,441
+11
+0.5% +$1.51K 0.05% 279
2020
Q2
$244K Buy
+2,430
New +$244K 0.04% 297