LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Hold |
515
| – | – | ﹤0.01% | 251 |
|
|
2025
Q1 | $199K | Hold |
515
| – | – | ﹤0.01% | 271 |
|
|
2024
Q4 | $192K | Hold |
515
| – | – | ﹤0.01% | 286 |
|
|
2024
Q3 | $157K | Buy |
515
+15
| +3% | +$4.57K | ﹤0.01% | 302 |
|
|
2024
Q2 | $185K | Buy |
+500
| New | +$185K | ﹤0.01% | 284 |
|
|
2024
Q1 | – | Sell |
-110
| Closed | -$32.2K | – | 570 |
|
|
2023
Q4 | $32.2K | Sell |
110
-533
| -83% | -$156K | ﹤0.01% | 432 |
|
|
2023
Q3 | $118K | Buy |
643
+533
| +485% | +$97.4K | ﹤0.01% | 337 |
|
|
2023
Q2 | $16.2K | Hold |
110
| – | – | ﹤0.01% | 519 |
|
|
2023
Q1 | $15.1K | Hold |
110
| – | – | ﹤0.01% | 491 |
|
|
2022
Q4 | $11.6K | Hold |
110
| – | – | ﹤0.01% | 495 |
|
|
2022
Q3 | $18K | Hold |
110
| – | – | ﹤0.01% | 489 |
|
|
2022
Q2 | $19K | Hold |
110
| – | – | ﹤0.01% | 509 |
|
|
2022
Q1 | $25K | Sell |
110
-25
| -19% | -$5.68K | ﹤0.01% | 505 |
|
|
2021
Q4 | $28K | Buy |
135
+110
| +440% | +$22.8K | ﹤0.01% | 516 |
|
|
2021
Q3 | $6K | Hold |
25
| – | – | ﹤0.01% | 640 |
|
|
2021
Q2 | $6K | Buy |
+25
| New | +$6K | ﹤0.01% | 711 |
|