Aviso 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
$1.78M Buy
3,491
+109
+3% +$55.5K 0.83% 31
2025
Q1
$1.19M Sell
3,382
-70
-2% -$24.7K 0.63% 46
2024
Q4
$1.18M Sell
3,452
-95
-3% -$32.5K 0.6% 46
2024
Q3
$995K Hold
3,547
0.54% 48
2024
Q2
$1.36M Sell
3,547
-87
-2% -$33.3K 0.81% 28
2024
Q1
$1.17M Buy
3,634
+97
+3% +$31.1K 0.73% 35
2023
Q4
$903K Buy
+3,537
New +$903K 0.65% 39