Beacon Financial Advisory’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.38M Sell
2,716
-207
-7% -$105K 0.36% 66
2025
Q1
$1.03M Sell
2,923
-555
-16% -$196K 0.31% 91
2024
Q4
$1.19M Buy
3,478
+72
+2% +$24.6K 0.39% 64
2024
Q3
$955K Buy
+3,406
New +$955K 0.32% 84