Icon 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 | $656K | Buy |
1,288
+171
| +15% | +$87.1K | 0.05% | 219 |
|
|
2025
Q1 | $394K | Sell |
1,117
-475
| -30% | -$167K | 0.03% | 250 |
|
|
2024
Q4 | $545K | Sell |
1,592
-350
| -18% | -$120K | 0.04% | 201 |
|
|
2024
Q3 | $545K | Buy |
1,942
+227
| +13% | +$63.7K | 0.05% | 201 |
|
|
2024
Q2 | $398K | Buy |
1,715
+100
| +6% | +$23.2K | 0.04% | 240 |
|
|
2024
Q1 | $518K | Sell |
1,615
-185
| -10% | -$59.3K | 0.05% | 203 |
|
|
2023
Q4 | $460K | Buy |
+1,800
| New | +$460K | 0.05% | 203 |
|
|
2022
Q4 | $230K | Buy |
2,188
+173
| +9% | +$18.2K | 0.03% | 287 |
|
|
2022
Q3 | $332K | Buy |
+2,015
| New | +$332K | 0.04% | 227 |
|