WMA
Wealth Management Associates’s CrowdStrike CRWD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.43M | Buy |
4,767
+297
| +7% | +$151K | 0.94% | 28 |
|
2025
Q1 | $1.58M | Buy |
4,470
+98
| +2% | +$34.6K | 0.68% | 35 |
|
2024
Q4 | $1.5M | Buy |
4,372
+35
| +0.8% | +$12K | 0.64% | 37 |
|
2024
Q3 | $1.22M | Buy |
4,337
+50
| +1% | +$14K | 0.53% | 42 |
|
2024
Q2 | $1.64M | Hold |
4,287
| – | – | 0.77% | 30 |
|
2024
Q1 | $1.64M | Sell |
4,287
-271
| -6% | -$104K | 0.77% | 30 |
|
2023
Q4 | $1.16M | Buy |
4,558
+12
| +0.3% | +$3.06K | 0.61% | 40 |
|
2023
Q3 | $761K | Buy |
4,546
+74
| +2% | +$12.4K | 0.44% | 58 |
|
2023
Q2 | $657K | Buy |
4,472
+86
| +2% | +$12.6K | 0.37% | 61 |
|
2023
Q1 | $602K | Buy |
4,386
+419
| +11% | +$57.5K | 0.37% | 69 |
|
2022
Q4 | $418K | Sell |
3,967
-288
| -7% | -$30.3K | 0.28% | 86 |
|
2022
Q3 | $701K | Buy |
4,255
+502
| +13% | +$82.7K | 0.49% | 47 |
|
2022
Q2 | $633K | Sell |
3,753
-70
| -2% | -$11.8K | 0.43% | 51 |
|
2022
Q1 | $868K | Buy |
3,823
+223
| +6% | +$50.6K | 0.49% | 48 |
|
2021
Q4 | $737K | Buy |
3,600
+1,082
| +43% | +$222K | 0.4% | 65 |
|
2021
Q3 | $619K | Hold |
2,518
| – | – | 0.36% | 70 |
|
2021
Q2 | $633K | Buy |
2,518
+8
| +0.3% | +$2.01K | 0.36% | 64 |
|
2021
Q1 | $458K | Sell |
2,510
-100
| -4% | -$18.3K | 0.29% | 89 |
|
2020
Q4 | $553K | Buy |
2,610
+425
| +19% | +$90K | 0.36% | 68 |
|
2020
Q3 | $300K | Sell |
2,185
-175
| -7% | -$24K | 0.23% | 105 |
|
2020
Q2 | $237K | Buy |
+2,360
| New | +$237K | 0.2% | 121 |
|