J.W. Cole 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 | $5.7M | Buy |
11,196
+1,672
| +18% | +$852K | 0.12% | 179 |
|
|
2025
Q1 | $3.36M | Buy |
9,524
+2,839
| +42% | +$1M | 0.1% | 204 |
|
|
2024
Q4 | $2.29M | Sell |
6,685
-897
| -12% | -$307K | 0.09% | 222 |
|
|
2024
Q3 | $2.13M | Sell |
7,582
-2,690
| -26% | -$755K | 0.09% | 228 |
|
|
2024
Q2 | $3.94M | Buy |
10,272
+3,323
| +48% | +$1.27M | 0.19% | 117 |
|
|
2024
Q1 | $2.23M | Buy |
6,949
+1,928
| +38% | +$618K | 0.11% | 197 |
|
|
2023
Q4 | $1.28M | Buy |
5,021
+761
| +18% | +$194K | 0.08% | 268 |
|
|
2023
Q3 | $713K | Buy |
4,260
+133
| +3% | +$22.3K | 0.05% | 317 |
|
|
2023
Q2 | $606K | Buy |
4,127
+313
| +8% | +$46K | 0.04% | 376 |
|
|
2023
Q1 | $524K | Sell |
3,814
-429
| -10% | -$58.9K | 0.04% | 436 |
|
|
2022
Q4 | $447K | Sell |
4,243
-5,604
| -57% | -$590K | 0.03% | 452 |
|
|
2022
Q3 | $1.62M | Buy |
9,847
+47
| +0.5% | +$7.75K | 0.14% | 181 |
|
|
2022
Q2 | $1.65M | Buy |
9,800
+306
| +3% | +$51.6K | 0.13% | 180 |
|
|
2022
Q1 | $2.16M | Sell |
9,494
-109
| -1% | -$24.8K | 0.14% | 168 |
|
|
2021
Q4 | $1.97M | Buy |
9,603
+1,320
| +16% | +$270K | 0.13% | 184 |
|
|
2021
Q3 | $2.04M | Sell |
8,283
-173
| -2% | -$42.5K | 0.15% | 103 |
|
|
2021
Q2 | $2.13M | Buy |
8,456
+131
| +2% | +$32.9K | 0.17% | 143 |
|
|
2021
Q1 | $1.52M | Buy |
8,325
+961
| +13% | +$175K | 0.15% | 175 |
|
|
2020
Q4 | $1.56M | Buy |
7,364
+2,953
| +67% | +$626K | 0.16% | 149 |
|
|
2020
Q3 | $606K | Buy |
+4,411
| New | +$606K | 0.05% | 364 |
|