WMG Financial Advisors’s CrowdStrike CRWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Buy |
829
+132
| +19% | +$67.2K | 0.16% | 95 |
|
|
2025
Q1 | $246K | Sell |
697
-45
| -6% | -$15.9K | 0.1% | 143 |
|
|
2024
Q4 | $254K | Hold |
742
| – | – | 0.11% | 136 |
|
|
2024
Q3 | $208K | Buy |
742
+47
| +7% | +$13.2K | 0.09% | 160 |
|
|
2024
Q2 | $266K | Buy |
+695
| New | +$266K | 0.14% | 113 |
|
|
2023
Q1 | – | Sell |
-3,141
| Closed | -$331K | – | 123 |
|
|
2022
Q4 | $331K | Sell |
3,141
-1,450
| -32% | -$153K | 0.28% | 77 |
|
|
2022
Q3 | $752K | Hold |
4,591
| – | – | 0.68% | 43 |
|
|
2022
Q2 | $775K | Buy |
4,591
+125
| +3% | +$21.1K | 0.67% | 44 |
|
|
2022
Q1 | $1.02M | Buy |
4,466
+214
| +5% | +$48.7K | 0.75% | 33 |
|
|
2021
Q4 | $866K | Buy |
+4,252
| New | +$866K | 0.67% | 38 |
|