SWA
SFMG Wealth Advisors’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Buy |
723
+17
| +2% | +$8.66K | 0.03% | 187 |
|
|
2025
Q1 | $249K | Buy |
706
+34
| +5% | +$12K | 0.02% | 226 |
|
|
2024
Q4 | $230K | Sell |
672
-126
| -16% | -$43.1K | 0.02% | 234 |
|
|
2024
Q3 | $224K | Sell |
798
-699
| -47% | -$196K | 0.02% | 233 |
|
|
2024
Q2 | $574K | Buy |
1,497
+340
| +29% | +$130K | 0.05% | 124 |
|
|
2024
Q1 | $371K | Sell |
1,157
-3
| -0.3% | -$962 | 0.03% | 177 |
|
|
2023
Q4 | $296K | Buy |
+1,160
| New | +$296K | 0.03% | 196 |
|
|
2022
Q4 | – | Sell |
-1,664
| Closed | -$255K | – | 265 |
|
|
2022
Q3 | $255K | Sell |
1,664
-2
| -0.1% | -$306 | 0.03% | 187 |
|
|
2022
Q2 | $281K | Buy |
1,666
+4
| +0.2% | +$675 | 0.03% | 187 |
|
|
2022
Q1 | $377K | Buy |
+1,662
| New | +$377K | 0.04% | 178 |
|