Confluence Wealth Services’s CrowdStrike CRWD Stock Holding History

Confluence Wealth Services’s Portfolio CRWD Stock Details CRWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$806K	Hold
2025 Q1	$610K	Buy
2024 Q4	$570K	Buy
2024 Q3	$416K	Buy
2024 Q2	$490K	Buy
2024 Q1	$389K	Buy
2023 Q4	$240K	Buy
2022 Q3	–	Sell
2022 Q2	$466K	Buy
2022 Q1	–	Sell
2021 Q4	$135K	Buy