SWM
StoneCrest Wealth Management’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Buy |
7,618
+142
| +2% | +$72.3K | 1.85% | 26 |
|
|
2025
Q1 | $2.64M | Buy |
7,476
+1,340
| +22% | +$472K | 1.68% | 26 |
|
|
2024
Q4 | $2.1M | Buy |
6,136
+168
| +3% | +$57.5K | 1.37% | 26 |
|
|
2024
Q3 | $1.67M | Sell |
5,968
-675
| -10% | -$189K | 1.22% | 24 |
|
|
2024
Q2 | $2.55M | Buy |
6,643
+5,143
| +343% | +$1.97M | 1.94% | 20 |
|
|
2024
Q1 | $481K | Buy |
+1,500
| New | +$481K | 0.42% | 41 |
|