Strategic Wealth Partners’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$653K Buy
+1,282
New +$653K 0.05% 184
2024
Q4
$768K Sell
1,693
-161
-9% -$73.1K 0.06% 168
2024
Q3
$520K Buy
1,854
+223
+14% +$62.5K 0.05% 204
2024
Q2
$625K Sell
1,631
-167
-9% -$64K 0.07% 174
2024
Q1
$576K Sell
1,798
-483
-21% -$155K 0.06% 181
2023
Q4
$582K Sell
2,281
-395
-15% -$101K 0.07% 169
2023
Q3
$448K Buy
2,676
+32
+1% +$5.36K 0.06% 212
2023
Q2
$388K Buy
+2,644
New +$388K 0.05% 222