Caldwell Trust’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$115K Buy
225
+200
2025
Q1
$8.81K Buy
+25
2024
Q1
Sell
-34
2023
Q4
$8.68K Buy
+34
2022
Q4
Sell
-30
2022
Q3
$4.94K Hold
30
2022
Q2
$5.06K Hold
30
2022
Q1
$6.81K Sell
30
-2
2021
Q4
$6.55K Hold
32
2021
Q3
$7.87K Buy
32
+2
2021
Q2
$7.54K Hold
30
2021
Q1
$5.47K Hold
30
2020
Q4
$6.36K Buy
+30