SWMP
Signature Wealth Management Partners’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
3,774
+90
| +2% | +$45.8K | 1.1% | 19 |
|
|
2025
Q1 | $1.3M | Buy |
3,684
+643
| +21% | +$227K | 0.85% | 23 |
|
|
2024
Q4 | $1.04M | Sell |
3,041
-84
| -3% | -$28.7K | 0.71% | 27 |
|
|
2024
Q3 | $876K | Buy |
3,125
+1,339
| +75% | +$376K | 0.63% | 30 |
|
|
2024
Q2 | $684K | Buy |
1,786
+89
| +5% | +$34.1K | 0.52% | 41 |
|
|
2024
Q1 | $544K | Buy |
1,697
+103
| +6% | +$33K | 0.44% | 51 |
|
|
2023
Q4 | $407K | Sell |
1,594
-50
| -3% | -$12.8K | 0.36% | 60 |
|
|
2023
Q3 | $275K | Hold |
1,644
| – | – | 0.27% | 73 |
|
|
2023
Q2 | $241K | Sell |
1,644
-125
| -7% | -$18.4K | 0.22% | 84 |
|
|
2023
Q1 | $243K | Buy |
+1,769
| New | +$243K | 0.23% | 85 |
|
|
2022
Q4 | – | Sell |
-1,386
| Closed | -$228K | – | 102 |
|
|
2022
Q3 | $228K | Hold |
1,386
| – | – | 0.25% | 83 |
|
|
2022
Q2 | $234K | Buy |
1,386
+420
| +43% | +$70.9K | 0.24% | 87 |
|
|
2022
Q1 | $219K | Buy |
+966
| New | +$219K | 0.19% | 102 |
|