Exencial Wealth 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 | $384K | Sell |
753
-182
| -19% | -$92.7K | 0.01% | 409 |
|
|
2025
Q1 | $330K | Buy |
935
+147
| +19% | +$51.8K | 0.01% | 417 |
|
|
2024
Q4 | $270K | Buy |
+788
| New | +$270K | 0.01% | 434 |
|
|
2022
Q4 | – | Sell |
-1,364
| Closed | -$225K | – | 417 |
|
|
2022
Q3 | $225K | Buy |
1,364
+16
| +1% | +$2.64K | 0.01% | 379 |
|
|
2022
Q2 | $227K | Buy |
1,348
+1
| +0.1% | +$168 | 0.01% | 388 |
|
|
2022
Q1 | $306K | Sell |
1,347
-174
| -11% | -$39.5K | 0.02% | 358 |
|
|
2021
Q4 | $311K | Buy |
+1,521
| New | +$311K | 0.02% | 382 |
|