Mount Yale Investment 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 | $2.69M | Sell |
5,290
-7
| -0.1% | -$3.57K | 0.21% | 95 |
|
|
2025
Q1 | $1.87M | Buy |
5,297
+10
| +0.2% | +$3.53K | 0.16% | 127 |
|
|
2024
Q4 | $1.81M | Buy |
5,287
+1,098
| +26% | +$376K | 0.15% | 128 |
|
|
2024
Q3 | $1.17M | Sell |
4,189
-69
| -2% | -$19.4K | 0.11% | 174 |
|
|
2024
Q2 | $1.63M | Sell |
4,258
-1,725
| -29% | -$661K | 0.13% | 151 |
|
|
2024
Q1 | $1.92M | Sell |
5,983
-43
| -0.7% | -$13.8K | 0.15% | 140 |
|
|
2023
Q4 | $1.54M | Buy |
6,026
+130
| +2% | +$33.2K | 0.15% | 146 |
|
|
2023
Q3 | $987K | Sell |
5,896
-1,000
| -15% | -$167K | 0.11% | 187 |
|
|
2023
Q2 | $1.01M | Buy |
+6,896
| New | +$1.01M | 0.11% | 189 |
|
|
2023
Q1 | – | Sell |
-9,578
| Closed | -$1.01M | – | 489 |
|
|
2022
Q4 | $1.01M | Sell |
9,578
-1,924
| -17% | -$203K | 0.11% | 182 |
|
|
2022
Q3 | $1.9M | Sell |
11,502
-1,184
| -9% | -$195K | 0.25% | 97 |
|
|
2022
Q2 | $2.14M | Buy |
12,686
+1,031
| +9% | +$174K | 0.27% | 84 |
|
|
2022
Q1 | $2.65M | Buy |
11,655
+707
| +6% | +$161K | 0.29% | 75 |
|
|
2021
Q4 | $2.24M | Sell |
10,948
-591
| -5% | -$121K | 0.23% | 103 |
|
|
2021
Q3 | $2.84M | Buy |
11,539
+3
| +0% | +$737 | 0.33% | 76 |
|
|
2021
Q2 | $2.9M | Sell |
11,536
-1,989
| -15% | -$500K | 0.35% | 71 |
|
|
2021
Q1 | $2.47M | Buy |
13,525
+9,130
| +208% | +$1.67M | 0.32% | 77 |
|
|
2020
Q4 | $931K | Sell |
4,395
-10,000
| -69% | -$2.12M | 0.13% | 173 |
|
|
2020
Q3 | $1.98M | Sell |
14,395
-644
| -4% | -$88.4K | 0.28% | 79 |
|
|
2020
Q2 | $1.51M | Buy |
+15,039
| New | +$1.51M | 0.27% | 91 |
|