BFWA
Benchmark Financial Wealth Advisors’s CrowdStrike CRWD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $384K | Sell |
753
-215
| -22% | -$110K | 0.13% | 78 |
|
2025
Q1 | $341K | Buy |
968
+156
| +19% | +$55K | 0.13% | 75 |
|
2024
Q4 | $278K | Sell |
812
-648
| -44% | -$222K | 0.09% | 81 |
|
2024
Q3 | $409K | Buy |
1,460
+586
| +67% | +$164K | 0.14% | 63 |
|
2024
Q2 | $335K | Sell |
874
-15
| -2% | -$5.75K | 0.12% | 66 |
|
2024
Q1 | $285K | Sell |
889
-85
| -9% | -$27.3K | 0.11% | 70 |
|
2023
Q4 | $249K | Buy |
+974
| New | +$249K | 0.11% | 67 |
|
2021
Q1 | – | Sell |
-1,124
| Closed | -$238K | – | 65 |
|
2020
Q4 | $238K | Buy |
+1,124
| New | +$238K | 0.13% | 60 |
|