SWM
Spire Wealth Management’s CrowdStrike CRWD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.2M | Sell |
24,372
-6,010
| -20% | -$3.01M | 0.44% | 50 |
|
2025
Q1 | $10.7M | Buy |
30,382
+82
| +0.3% | +$28.9K | 0.34% | 63 |
|
2024
Q4 | $10.4M | Buy |
30,300
+414
| +1% | +$142K | 0.32% | 69 |
|
2024
Q3 | $8.38M | Buy |
29,886
+2,847
| +11% | +$799K | 0.28% | 78 |
|
2024
Q2 | $10.3M | Buy |
27,039
+3,553
| +15% | +$1.36M | 0.37% | 52 |
|
2024
Q1 | $18.1M | Sell |
23,486
-2,320
| -9% | -$1.79M | 0.33% | 71 |
|
2023
Q4 | $7.5M | Buy |
25,806
+20,268
| +366% | +$5.89M | 0.25% | 84 |
|
2023
Q3 | $927K | Buy |
5,538
+555
| +11% | +$92.9K | 0.04% | 347 |
|
2023
Q2 | $732K | Sell |
4,983
-22
| -0.4% | -$3.23K | 0.03% | 408 |
|
2023
Q1 | $687K | Buy |
5,005
+1,389
| +38% | +$191K | 0.03% | 414 |
|
2022
Q4 | $381K | Sell |
3,616
-375
| -9% | -$39.5K | 0.02% | 412 |
|
2022
Q3 | $658K | Sell |
3,991
-725
| -15% | -$120K | 0.04% | 283 |
|
2022
Q2 | $795K | Sell |
4,716
-1,352
| -22% | -$228K | 0.03% | 374 |
|
2022
Q1 | $1.38M | Buy |
6,068
+1,361
| +29% | +$309K | 0.04% | 326 |
|
2021
Q4 | $997K | Sell |
4,707
-97
| -2% | -$20.5K | 0.02% | 470 |
|
2021
Q3 | $1.18M | Buy |
4,804
+1,091
| +29% | +$268K | 0.03% | 372 |
|
2021
Q2 | $920K | Buy |
3,713
+121
| +3% | +$30K | 0.02% | 452 |
|
2021
Q1 | $627K | Buy |
+3,592
| New | +$627K | 0.02% | 592 |
|