Exencial 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
2025
Q3
$372K Buy
2025
Q2
$384K Sell
2025
Q1
$330K Buy
2024
Q4
$270K Buy
2022
Q4
Sell
2022
Q3
$225K Buy
2022
Q2
$227K Buy
2022
Q1
$306K Sell
2021
Q4
$311K Buy