Alta Wealth 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
Sell
-993
Closed -$350K 122
2025
Q1
$350K Sell
993
-139
-12% -$49K 0.16% 102
2024
Q4
$387K Hold
1,132
0.17% 104
2024
Q3
$317K Sell
1,132
-102
-8% -$28.6K 0.15% 106
2024
Q2
$473K Sell
1,234
-177
-13% -$67.8K 0.24% 80
2024
Q1
$452K Buy
1,411
+178
+14% +$57.1K 0.23% 83
2023
Q4
$315K Buy
+1,233
New +$315K 0.18% 104
2021
Q4
Sell
-947
Closed -$233K 148
2021
Q3
$233K Buy
+947
New +$233K 0.17% 134
2021
Q1
Sell
-1,197
Closed -$254K 134
2020
Q4
$254K Buy
+1,197
New +$254K 0.21% 125