Benchmark Financial Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$338K Buy
3,464
+352
+11% +$37.3K 0.09% 97
2025
Q4
$365K Hold
3,112
0.1% 88
2025
Q3
$382K Buy
3,112
+100
+3% +$11.4K 0.11% 83
2025
Q2
$384K Sell
3,012
-860
-22% -$93.2K 0.13% 78
2025
Q1
$341K Buy
3,872
+624
+19% +$59.4K 0.13% 75
2024
Q4
$278K Sell
3,248
-2,592
-44% -$215K 0.09% 81
2024
Q3
$409K Buy
5,840
+2,344
+67% +$166K 0.14% 63
2024
Q2
$335K Sell
3,496
-60
-2% -$4.99K 0.12% 66
2024
Q1
$285K Sell
3,556
-340
-9% -$26K 0.11% 70
2023
Q4
$249K Buy
+3,896
New +$204K 0.11% 67
2021
Q1
Sell
-4,496
Closed -$238K 65
2020
Q4
$238K Buy
+4,496
New +$175K 0.13% 60

Other funds holding CRWD