Avantax Advisory Services’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.1M Buy
19,898
+5,760
+41% +$2.93M 0.06% 265
2025
Q1
$4.98M Buy
14,138
+1,265
+10% +$446K 0.03% 415
2024
Q4
$4.4M Buy
12,873
+612
+5% +$209K 0.03% 442
2024
Q3
$3.44M Sell
12,261
-1,645
-12% -$461K 0.02% 501
2024
Q2
$5.33M Buy
13,906
+2,987
+27% +$1.14M 0.04% 349
2024
Q1
$3.5M Buy
10,919
+1,180
+12% +$378K 0.03% 390
2023
Q4
$2.49M Buy
9,739
+1,140
+13% +$291K 0.02% 449
2023
Q3
$1.44M Buy
8,599
+381
+5% +$63.8K 0.02% 564
2023
Q2
$1.21M Sell
8,218
-133
-2% -$19.5K 0.01% 620
2023
Q1
$1.15M Buy
8,351
+3,372
+68% +$463K 0.01% 614
2022
Q4
$524K Buy
4,979
+102
+2% +$10.7K 0.01% 842
2022
Q3
$804K Sell
4,877
-336
-6% -$55.4K 0.01% 624
2022
Q2
$879K Buy
5,213
+156
+3% +$26.3K 0.01% 590
2022
Q1
$1.15M Sell
5,057
-193
-4% -$43.9K 0.02% 506
2021
Q4
$1.08M Sell
5,250
-1,869
-26% -$383K 0.02% 519
2021
Q3
$1.75M Buy
7,119
+2,252
+46% +$554K 0.03% 366
2021
Q2
$1.22M Sell
4,867
-17
-0.3% -$4.27K 0.02% 435
2021
Q1
$892K Buy
4,884
+2,601
+114% +$475K 0.02% 455
2020
Q4
$482K Sell
2,283
-968
-30% -$204K 0.01% 567
2020
Q3
$446K Buy
3,251
+1,261
+63% +$173K 0.01% 841
2020
Q2
$200K Buy
+1,990
New +$200K 0.01% 789