Mark Sheptoff Financial Planning’s CrowdStrike CRWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Hold |
200
| – | – | 0.05% | 125 |
|
|
2025
Q1 | $70.5K | Hold |
200
| – | – | 0.04% | 146 |
|
|
2024
Q4 | $68.4K | Sell |
200
-200
| -50% | -$68.4K | 0.04% | 152 |
|
|
2024
Q3 | $112K | Buy |
400
+199
| +99% | +$55.8K | 0.06% | 116 |
|
|
2024
Q2 | $77K | Hold |
201
| – | – | 0.04% | 155 |
|
|
2024
Q1 | $64.4K | Hold |
201
| – | – | 0.04% | 157 |
|
|
2023
Q4 | $51.3K | Hold |
201
| – | – | 0.03% | 160 |
|
|
2023
Q3 | $33.6K | Hold |
201
| – | – | 0.02% | 175 |
|
|
2023
Q2 | $29.5K | Hold |
201
| – | – | 0.02% | 198 |
|
|
2023
Q1 | $27.6K | Hold |
201
| – | – | 0.02% | 192 |
|
|
2022
Q4 | $21.2K | Hold |
201
| – | – | 0.01% | 216 |
|
|
2022
Q3 | $33K | Hold |
201
| – | – | 0.02% | 170 |
|
|
2022
Q2 | $34K | Sell |
201
-300
| -60% | -$50.7K | 0.02% | 180 |
|
|
2022
Q1 | $114K | Sell |
501
-1,050
| -68% | -$239K | 0.06% | 127 |
|
|
2021
Q4 | $318K | Buy |
1,551
+100
| +7% | +$20.5K | 0.15% | 80 |
|
|
2021
Q3 | $357K | Buy |
1,451
+50
| +4% | +$12.3K | 0.2% | 76 |
|
|
2021
Q2 | $352K | Sell |
1,401
-1,450
| -51% | -$364K | 0.19% | 74 |
|
|
2021
Q1 | $520K | Buy |
2,851
+600
| +27% | +$109K | 0.3% | 60 |
|
|
2020
Q4 | $477K | Buy |
2,251
+250
| +12% | +$53K | 0.27% | 61 |
|
|
2020
Q3 | $275K | Buy |
2,001
+2,000
| +200,000% | +$275K | 0.17% | 75 |
|
|
2020
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 360 |
|