CWS
Confluence Wealth Services’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806K | Hold |
1,582
| – | – | 0.04% | 195 |
|
|
2025
Q1 | $610K | Buy |
1,582
+74
| +5% | +$28.5K | 0.04% | 205 |
|
|
2024
Q4 | $570K | Buy |
1,508
+26
| +2% | +$9.82K | 0.04% | 204 |
|
|
2024
Q3 | $416K | Buy |
1,482
+203
| +16% | +$56.9K | 0.03% | 244 |
|
|
2024
Q2 | $490K | Buy |
1,279
+67
| +6% | +$25.7K | 0.04% | 228 |
|
|
2024
Q1 | $389K | Buy |
1,212
+272
| +29% | +$87.2K | 0.03% | 242 |
|
|
2023
Q4 | $240K | Buy |
+940
| New | +$240K | 0.03% | 266 |
|
|
2022
Q3 | – | Sell |
-2,354
| Closed | -$466K | – | 238 |
|
|
2022
Q2 | $466K | Buy |
+2,354
| New | +$466K | 0.2% | 159 |
|
|
2022
Q1 | – | Sell |
-660
| Closed | -$135K | – | 423 |
|
|
2021
Q4 | $135K | Buy |
+660
| New | +$135K | 0.04% | 278 |
|