Montag & Associates’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$111K Buy
218
+50
+30% +$25.5K 0.01% 464
2025
Q1
$59.2K Buy
168
+60
+56% +$21.2K ﹤0.01% 581
2024
Q4
$37.1K Hold
108
﹤0.01% 649
2024
Q3
$30.4K Sell
108
-324
-75% -$91.2K ﹤0.01% 685
2024
Q2
$166K Buy
432
+122
+39% +$46.7K 0.01% 428
2024
Q1
$99.4K Sell
310
-96
-24% -$30.8K 0.01% 487
2023
Q4
$104K Buy
406
+231
+132% +$59K 0.01% 470
2023
Q3
$29.3K Hold
175
﹤0.01% 620
2023
Q2
$25.7K Hold
175
﹤0.01% 644
2023
Q1
$24K Buy
175
+5
+3% +$686 ﹤0.01% 645
2022
Q4
$17.9K Sell
170
-91
-35% -$9.58K ﹤0.01% 674
2022
Q3
$43K Hold
261
﹤0.01% 562
2022
Q2
$44K Buy
261
+35
+15% +$5.9K ﹤0.01% 546
2022
Q1
$51K Buy
226
+30
+15% +$6.77K ﹤0.01% 553
2021
Q4
$40K Buy
196
+60
+44% +$12.2K ﹤0.01% 594
2021
Q3
$33K Buy
136
+29
+27% +$7.04K ﹤0.01% 614
2021
Q2
$27K Buy
107
+59
+123% +$14.9K ﹤0.01% 627
2021
Q1
$9K Sell
48
-12
-20% -$2.25K ﹤0.01% 733
2020
Q4
$13K Buy
+60
New +$13K ﹤0.01% 683