KCFA
Key Client Fiduciary Advisors’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Sell |
1,348
-58
| -4% | -$29.5K | 0.28% | 80 |
|
|
2025
Q1 | $496K | Buy |
1,406
+65
| +5% | +$22.9K | 0.23% | 102 |
|
|
2024
Q4 | $459K | Sell |
1,341
-36
| -3% | -$12.3K | 0.2% | 108 |
|
|
2024
Q3 | $386K | Buy |
1,377
+642
| +87% | +$180K | 0.17% | 121 |
|
|
2024
Q2 | $282K | Buy |
735
+77
| +12% | +$29.5K | 0.14% | 143 |
|
|
2024
Q1 | $211K | Buy |
+658
| New | +$211K | 0.11% | 170 |
|