Kingswood 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 | $1.84M | Buy |
3,606
+588
| +19% | +$299K | 0.15% | 154 |
|
2025
Q1 | $1.06M | Sell |
3,018
-195
| -6% | -$68.8K | 0.1% | 230 |
|
2024
Q4 | $1.1M | Sell |
3,213
-303
| -9% | -$104K | 0.08% | 251 |
|
2024
Q3 | $987K | Sell |
3,516
-346
| -9% | -$97.1K | 0.07% | 296 |
|
2024
Q2 | $1.48M | Buy |
3,862
+1,832
| +90% | +$702K | 0.13% | 160 |
|
2024
Q1 | $651K | Sell |
2,030
-143
| -7% | -$45.8K | 0.08% | 283 |
|
2023
Q4 | $555K | Buy |
+2,173
| New | +$555K | 0.06% | 318 |
|