Icon Wealth Partners’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$339K Sell
2,026
-42
-2% -$7.03K 0.04% 220
2023
Q2
$304K Sell
2,068
-253
-11% -$37.2K 0.03% 254
2023
Q1
$319K Buy
+2,321
New +$319K 0.03% 249
2022
Q2
$328K Buy
1,943
+207
+12% +$34.9K 0.04% 235
2022
Q1
$394K Buy
1,736
+487
+39% +$111K 0.04% 237
2021
Q4
$256K Buy
+1,249
New +$256K 0.03% 283