XWM
Xcel Wealth Management’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Buy |
5,762
+26
| +0.5% | +$13.2K | 0.84% | 34 |
|
|
2025
Q1 | $2.02M | Buy |
5,736
+336
| +6% | +$118K | 0.63% | 41 |
|
|
2024
Q4 | $1.85M | Buy |
5,400
+390
| +8% | +$133K | 0.51% | 40 |
|
|
2024
Q3 | $1.41M | Buy |
5,010
+2,585
| +107% | +$725K | 0.41% | 51 |
|
|
2024
Q2 | $929K | Hold |
2,425
| – | – | 0.29% | 62 |
|
|
2024
Q1 | $777K | Buy |
2,425
+10
| +0.4% | +$3.21K | 0.24% | 68 |
|
|
2023
Q4 | $617K | Sell |
2,415
-290
| -11% | -$74K | 0.22% | 71 |
|
|
2023
Q3 | $453K | Sell |
2,705
-6,447
| -70% | -$1.08M | 0.18% | 79 |
|
|
2023
Q2 | $1.34M | Buy |
9,152
+565
| +7% | +$83K | 0.42% | 53 |
|
|
2023
Q1 | $1.18M | Sell |
8,587
-260
| -3% | -$35.7K | 0.41% | 52 |
|
|
2022
Q4 | $932K | Buy |
8,847
+566
| +7% | +$59.6K | 0.37% | 55 |
|
|
2022
Q3 | $1.37M | Buy |
8,281
+1,054
| +15% | +$174K | 0.51% | 49 |
|
|
2022
Q2 | $1.22M | Sell |
7,227
-753
| -9% | -$127K | 0.44% | 51 |
|
|
2022
Q1 | $1.81M | Buy |
7,980
+390
| +5% | +$88.6K | 0.5% | 56 |
|
|
2021
Q4 | $1.55M | Sell |
7,590
-401
| -5% | -$82.1K | 0.4% | 60 |
|
|
2021
Q3 | $1.96M | Buy |
7,991
+1,135
| +17% | +$279K | 0.57% | 52 |
|
|
2021
Q2 | $1.72M | Buy |
6,856
+683
| +11% | +$172K | 0.52% | 51 |
|
|
2021
Q1 | $1.13M | Buy |
6,173
+1,254
| +25% | +$229K | 0.4% | 59 |
|
|
2020
Q4 | $1.04M | Buy |
4,919
+991
| +25% | +$210K | 0.45% | 50 |
|
|
2020
Q3 | $539K | Buy |
3,928
+1,878
| +92% | +$258K | 0.28% | 70 |
|
|
2020
Q2 | $205K | Buy |
+2,050
| New | +$205K | 0.13% | 95 |
|