SWM
Segment Wealth Management’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
2,209
+9
| +0.4% | +$4.58K | 0.07% | 148 |
|
|
2025
Q1 | $776K | Buy |
2,200
+200
| +10% | +$70.5K | 0.05% | 172 |
|
|
2024
Q4 | $684K | Buy |
2,000
+500
| +33% | +$171K | 0.05% | 173 |
|
|
2024
Q3 | $421K | Sell |
1,500
-4,408
| -75% | -$1.24M | 0.03% | 197 |
|
|
2024
Q2 | $2.26M | Buy |
5,908
+376
| +7% | +$144K | 0.17% | 89 |
|
|
2024
Q1 | $1.77M | Buy |
5,532
+4,532
| +453% | +$1.45M | 0.13% | 105 |
|
|
2023
Q4 | $255K | Buy |
+1,000
| New | +$255K | 0.02% | 217 |
|