OWA
Octavia Wealth Advisors’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Buy |
1,736
+51
| +3% | +$26K | 0.1% | 84 |
|
|
2025
Q1 | $594K | Sell |
1,685
-354
| -17% | -$125K | 0.07% | 107 |
|
|
2024
Q4 | $698K | Sell |
2,039
-251
| -11% | -$85.9K | 0.08% | 88 |
|
|
2024
Q3 | $642K | Buy |
2,290
+301
| +15% | +$84.4K | 0.08% | 96 |
|
|
2024
Q2 | $762K | Sell |
1,989
-275
| -12% | -$105K | 0.1% | 89 |
|
|
2024
Q1 | $726K | Buy |
2,264
+221
| +11% | +$70.9K | 0.11% | 92 |
|
|
2023
Q4 | $522K | Buy |
2,043
+377
| +23% | +$96.3K | 0.09% | 116 |
|
|
2023
Q3 | $279K | Buy |
1,666
+21
| +1% | +$3.52K | 0.06% | 156 |
|
|
2023
Q2 | $242K | Hold |
1,645
| – | – | 0.05% | 166 |
|
|
2023
Q1 | $226K | Buy |
+1,645
| New | +$226K | 0.05% | 166 |
|
|
2022
Q4 | – | Sell |
-1,295
| Closed | -$213K | – | 187 |
|
|
2022
Q3 | $213K | Buy |
1,295
+6
| +0.5% | +$987 | 0.06% | 159 |
|
|
2022
Q2 | $217K | Sell |
1,289
-4
| -0.3% | -$673 | 0.06% | 156 |
|
|
2022
Q1 | $294K | Buy |
+1,293
| New | +$294K | 0.07% | 142 |
|
|
2021
Q4 | – | Sell |
-1,107
| Closed | -$271K | – | 192 |
|
|
2021
Q3 | $271K | Buy |
1,107
+212
| +24% | +$51.9K | 0.07% | 142 |
|
|
2021
Q2 | $225K | Buy |
+895
| New | +$225K | 0.06% | 154 |
|