Axxcess Wealth Management’s CrowdStrike CRWD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.24M Buy
4,392
+628
+17% +$320K 0.05% 265
2025
Q1
$1.33M Sell
3,764
-2,012
-35% -$709K 0.04% 330
2024
Q4
$1.98M Buy
5,776
+1,773
+44% +$607K 0.05% 273
2024
Q3
$1.12M Buy
4,003
+1,123
+39% +$315K 0.03% 373
2024
Q2
$1.1M Buy
2,880
+1,339
+87% +$513K 0.03% 355
2024
Q1
$494K Buy
1,541
+692
+82% +$222K 0.01% 537
2023
Q4
$217K Buy
+849
New +$217K 0.01% 753
2022
Q2
Sell
-1,457
Closed -$331K 560
2022
Q1
$331K Sell
1,457
-1,378
-49% -$313K 0.03% 447
2021
Q4
$580K Buy
+2,835
New +$580K 0.04% 321