RSWM
Robertson Stephens Wealth Management’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Buy |
1,171
+123
| +12% | +$62.6K | 0.02% | 336 |
|
|
2025
Q1 | $370K | Buy |
1,048
+88
| +9% | +$31K | 0.01% | 408 |
|
|
2024
Q4 | $328K | Buy |
960
+220
| +30% | +$75.3K | 0.01% | 443 |
|
|
2024
Q3 | $208K | Buy |
740
+39
| +6% | +$10.9K | 0.01% | 598 |
|
|
2024
Q2 | $269K | Sell |
701
-263
| -27% | -$101K | 0.01% | 427 |
|
|
2024
Q1 | $309K | Buy |
+964
| New | +$309K | 0.02% | 415 |
|