Great Valley Advisor Group’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.8M Buy
11,390
+53
+0.5% +$27K 0.13% 157
2025
Q1
$4M Buy
11,337
+3,006
+36% +$1.06M 0.09% 203
2024
Q4
$2.85M Buy
8,331
+1,240
+17% +$424K 0.06% 263
2024
Q3
$1.99M Buy
7,091
+4,595
+184% +$1.29M 0.05% 313
2024
Q2
$956K Buy
2,496
+166
+7% +$63.6K 0.03% 394
2024
Q1
$747K Buy
2,330
+1,259
+118% +$404K 0.02% 420
2023
Q4
$273K Buy
+1,071
New +$273K 0.01% 604
2022
Q4
Sell
-3,659
Closed -$603K 700
2022
Q3
$603K Sell
3,659
-413
-10% -$68.1K 0.03% 385
2022
Q2
$687K Sell
4,072
-12,457
-75% -$2.1M 0.04% 367
2022
Q1
$3.75M Buy
16,529
+15,506
+1,516% +$3.52M 0.22% 116
2021
Q4
$214K Buy
1,023
+88
+9% +$18.4K 0.01% 564
2021
Q3
$230K Buy
+935
New +$230K 0.02% 523