Accel Wealth Management’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
+528
| New | +$269K | 0.09% | 206 |
|
|
2023
Q2 | – | Sell |
-707
| Closed | -$97K | – | 310 |
|
|
2023
Q1 | $97K | Sell |
707
-13
| -2% | -$1.78K | 0.04% | 342 |
|
|
2022
Q4 | $75.8K | Sell |
720
-505
| -41% | -$53.2K | 0.04% | 284 |
|
|
2022
Q3 | $214K | Buy |
1,225
+100
| +9% | +$17.5K | 0.11% | 154 |
|
|
2022
Q2 | $200K | Sell |
1,125
-70
| -6% | -$12.4K | 0.11% | 144 |
|
|
2022
Q1 | $272K | Buy |
1,195
+85
| +8% | +$19.3K | 0.14% | 124 |
|
|
2021
Q4 | $227K | Buy |
1,110
+560
| +102% | +$115K | 0.11% | 150 |
|
|
2021
Q3 | $135K | Hold |
550
| – | – | 0.09% | 182 |
|
|
2021
Q2 | $138K | Sell |
550
-25
| -4% | -$6.27K | 0.09% | 194 |
|
|
2021
Q1 | $105K | Buy |
575
+385
| +203% | +$70.3K | 0.09% | 208 |
|
|
2020
Q4 | $40K | Buy |
+190
| New | +$40K | 0.04% | 336 |
|