PWP
Principle Wealth Partners’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Buy |
1,484
+787
| +113% | +$401K | 0.05% | 183 |
|
|
2025
Q1 | $246K | Buy |
697
+50
| +8% | +$17.7K | 0.02% | 315 |
|
|
2024
Q4 | $221K | Buy |
+647
| New | +$221K | 0.02% | 318 |
|
|
2024
Q3 | – | Sell |
-4,120
| Closed | -$1.58M | – | 342 |
|
|
2024
Q2 | $1.58M | Sell |
4,120
-416
| -9% | -$159K | 0.12% | 130 |
|
|
2024
Q1 | $1.45M | Buy |
4,536
+71
| +2% | +$22.8K | 0.11% | 135 |
|
|
2023
Q4 | $1.14M | Buy |
4,465
+220
| +5% | +$56.2K | 0.1% | 144 |
|
|
2023
Q3 | $711K | Sell |
4,245
-3,200
| -43% | -$536K | 0.07% | 172 |
|
|
2023
Q2 | $1.09M | Sell |
7,445
-3,055
| -29% | -$449K | 0.11% | 133 |
|
|
2023
Q1 | $1.44M | Buy |
10,500
+540
| +5% | +$74.1K | 0.15% | 114 |
|
|
2022
Q4 | $1.05M | Buy |
9,960
+2,605
| +35% | +$274K | 0.12% | 124 |
|
|
2022
Q3 | $1.21K | Buy |
7,355
+2,260
| +44% | +$372 | 0.11% | 108 |
|
|
2022
Q2 | $859K | Buy |
5,095
+505
| +11% | +$85.1K | 0.1% | 146 |
|
|
2022
Q1 | $1.04M | Buy |
+4,590
| New | +$1.04M | 0.11% | 133 |
|