WJWM
Williams Jones Wealth Management’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
2,149
-25
| -1% | -$12.7K | 0.01% | 246 |
|
|
2025
Q1 | $767K | Hold |
2,174
| – | – | 0.01% | 275 |
|
|
2024
Q4 | $744K | Sell |
2,174
-943
| -30% | -$323K | 0.01% | 284 |
|
|
2024
Q3 | $874K | Sell |
3,117
-16,456
| -84% | -$4.62M | 0.01% | 271 |
|
|
2024
Q2 | $7.5M | Buy |
19,573
+15,753
| +412% | +$6.04M | 0.09% | 119 |
|
|
2024
Q1 | $1.22M | Sell |
3,820
-4,668
| -55% | -$1.5M | 0.02% | 243 |
|
|
2023
Q4 | $2.17M | Buy |
8,488
+10
| +0.1% | +$2.55K | 0.03% | 187 |
|
|
2023
Q3 | $1.42M | Sell |
8,478
-2
| -0% | -$335 | 0.02% | 225 |
|
|
2023
Q2 | $1.25M | Sell |
8,480
-251
| -3% | -$36.9K | 0.02% | 232 |
|
|
2023
Q1 | $1.2M | Buy |
8,731
+6
| +0.1% | +$824 | 0.02% | 251 |
|
|
2022
Q4 | $919K | Sell |
8,725
-4
| -0% | -$421 | 0.02% | 279 |
|
|
2022
Q3 | $1.44M | Sell |
8,729
-100
| -1% | -$16.5K | 0.03% | 231 |
|
|
2022
Q2 | $1.49M | Sell |
8,829
-126
| -1% | -$21.2K | 0.02% | 232 |
|
|
2022
Q1 | $2.03M | Sell |
8,955
-24,582
| -73% | -$5.58M | 0.03% | 198 |
|
|
2021
Q4 | $6.87M | Buy |
33,537
+13,484
| +67% | +$2.76M | 0.09% | 125 |
|
|
2021
Q3 | $4.93M | Buy |
20,053
+213
| +1% | +$52.4K | 0.07% | 141 |
|
|
2021
Q2 | $4.99M | Buy |
19,840
+5,436
| +38% | +$1.37M | 0.07% | 143 |
|
|
2021
Q1 | $2.63M | Buy |
14,404
+10,508
| +270% | +$1.92M | 0.04% | 174 |
|
|
2020
Q4 | $825K | Buy |
3,896
+1,117
| +40% | +$237K | 0.01% | 238 |
|
|
2020
Q3 | $382K | Hold |
2,779
| – | – | 0.01% | 302 |
|
|
2020
Q2 | $279K | Buy |
+2,779
| New | +$279K | 0.01% | 331 |
|