SWMG
Signature Wealth Management Group’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Sell |
4,945
-80
| -2% | -$40.7K | 0.99% | 41 |
|
|
2025
Q1 | $1.77M | Buy |
5,025
+42
| +0.8% | +$14.8K | 0.69% | 57 |
|
|
2024
Q4 | $1.7M | Buy |
4,983
+96
| +2% | +$32.8K | 0.69% | 58 |
|
|
2024
Q3 | $1.37M | Buy |
4,887
+146
| +3% | +$40.9K | 0.55% | 65 |
|
|
2024
Q2 | $1.82M | Buy |
4,741
+45
| +1% | +$17.2K | 0.8% | 50 |
|
|
2024
Q1 | $1.33M | Sell |
4,696
-2,007
| -30% | -$567K | 0.6% | 60 |
|
|
2023
Q4 | $1.71M | Buy |
+6,703
| New | +$1.71M | 0.79% | 42 |
|
|
2023
Q2 | $1.42M | Sell |
9,675
-457
| -5% | -$67.1K | 0.66% | 50 |
|
|
2023
Q1 | $1.39M | Buy |
+10,132
| New | +$1.39M | 0.66% | 50 |
|