Kestra Private Wealth Services’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$29M Buy
57,007
+3,191
+6% +$1.63M 0.42% 42
2025
Q1
$19M Buy
53,816
+898
+2% +$317K 0.32% 68
2024
Q4
$18.1M Buy
52,918
+7,189
+16% +$2.46M 0.31% 62
2024
Q3
$12.8M Buy
45,729
+17,598
+63% +$4.94M 0.24% 92
2024
Q2
$10.8M Buy
28,131
+3,252
+13% +$1.25M 0.22% 105
2024
Q1
$7.98M Buy
24,879
+386
+2% +$124K 0.18% 136
2023
Q4
$6.25M Buy
24,493
+1,032
+4% +$263K 0.16% 161
2023
Q3
$3.93M Buy
23,461
+3,950
+20% +$661K 0.12% 184
2023
Q2
$2.87M Buy
19,511
+2,542
+15% +$373K 0.1% 227
2023
Q1
$2.33M Buy
16,969
+4,341
+34% +$596K 0.09% 237
2022
Q4
$1.33M Sell
12,628
-609
-5% -$64.1K 0.07% 310
2022
Q3
$2.18M Buy
13,237
+1,151
+10% +$190K 0.13% 185
2022
Q2
$2.04M Buy
12,086
+6,410
+113% +$1.08M 0.12% 211
2022
Q1
$1.29M Buy
5,676
+247
+5% +$56.1K 0.06% 317
2021
Q4
$1.11M Buy
5,429
+742
+16% +$152K 0.05% 359
2021
Q3
$1.15M Buy
4,687
+911
+24% +$224K 0.06% 317
2021
Q2
$949K Buy
3,776
+423
+13% +$106K 0.06% 339
2021
Q1
$612K Sell
3,353
-7,757
-70% -$1.42M 0.04% 409
2020
Q4
$2.34M Buy
11,110
+8,450
+318% +$1.78M 0.17% 145
2020
Q3
$365K Buy
+2,660
New +$365K 0.03% 449