Modera Wealth Management’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.79M Sell
3,520
-274
-7% -$140K 0.02% 266
2025
Q1
$1.34M Buy
3,794
+498
+15% +$176K 0.02% 290
2024
Q4
$1.13M Sell
3,296
-324
-9% -$111K 0.01% 307
2024
Q3
$1.02M Buy
3,620
+510
+16% +$143K 0.01% 308
2024
Q2
$1.19M Sell
3,110
-666
-18% -$255K 0.02% 272
2024
Q1
$1.21M Buy
3,776
+106
+3% +$34K 0.02% 273
2023
Q4
$937K Buy
3,670
+359
+11% +$91.7K 0.02% 297
2023
Q3
$554K Sell
3,311
-209
-6% -$35K 0.01% 346
2023
Q2
$517K Buy
3,520
+520
+17% +$76.4K 0.01% 375
2023
Q1
$412K Sell
3,000
-50
-2% -$6.86K 0.02% 235
2022
Q4
$321K Buy
+3,050
New +$321K 0.01% 273