1858 Wealth Management’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$303K Hold
595
0.22% 80
2025
Q1
$210K Buy
+595
New +$210K 0.18% 109
2024
Q3
Sell
-4,798
Closed -$1.84M 126
2024
Q2
$1.84M Sell
4,798
-181
-4% -$69.4K 1.53% 18
2024
Q1
$1.27M Hold
4,979
1.21% 23
2023
Q4
$1.27M Buy
+4,979
New +$1.27M 1.21% 23