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