Capstone Financial Advisors’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$775K Sell
1,522
-75
-5% -$38.2K 0.04% 77
2025
Q1
$563K Sell
1,597
-36
-2% -$12.7K 0.04% 84
2024
Q4
$559K Buy
1,633
+174
+12% +$59.5K 0.03% 84
2024
Q3
$409K Buy
1,459
+88
+6% +$24.7K 0.03% 95
2024
Q2
$525K Hold
1,371
0.03% 85
2024
Q1
$440K Buy
1,371
+50
+4% +$16K 0.03% 88
2023
Q4
$337K Buy
1,321
+45
+4% +$11.5K 0.02% 105
2023
Q3
$214K Buy
+1,276
New +$214K 0.02% 122
2022
Q2
Sell
-1,059
Closed -$240K 143
2022
Q1
$240K Buy
1,059
+47
+5% +$10.7K 0.02% 110
2021
Q4
$207K Buy
1,012
+50
+5% +$10.2K 0.02% 118
2021
Q3
$236K Buy
962
+13
+1% +$3.19K 0.02% 112
2021
Q2
$238K Buy
+949
New +$238K 0.02% 118