Optimum 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 | $163K | Buy |
320
+54
| +20% | +$27.5K | 0.07% | 197 |
|
|
2025
Q1 | $93.8K | Hold |
266
| – | – | 0.04% | 251 |
|
|
2024
Q4 | $91K | Buy |
266
+66
| +33% | +$22.6K | 0.04% | 263 |
|
|
2024
Q3 | $56.1K | Buy |
+200
| New | +$56.1K | 0.02% | 347 |
|
|
2024
Q2 | – | Sell |
-200
| Closed | -$64.1K | – | 642 |
|
|
2024
Q1 | $64.1K | Buy |
+200
| New | +$64.1K | 0.03% | 331 |
|
|
2023
Q4 | – | Sell |
-500
| Closed | -$83.7K | – | 661 |
|
|
2023
Q3 | $83.7K | Hold |
500
| – | – | 0.04% | 294 |
|
|
2023
Q2 | $73.4K | Hold |
500
| – | – | 0.04% | 325 |
|
|
2023
Q1 | $68.6K | Hold |
500
| – | – | 0.04% | 327 |
|
|
2022
Q4 | $52.6K | Hold |
500
| – | – | 0.03% | 369 |
|
|
2022
Q3 | $82K | Hold |
500
| – | – | 0.04% | 306 |
|
|
2022
Q2 | $84K | Hold |
500
| – | – | 0.04% | 314 |
|
|
2022
Q1 | $114K | Buy |
500
+80
| +19% | +$18.2K | 0.05% | 300 |
|
|
2021
Q4 | $86K | Buy |
420
+100
| +31% | +$20.5K | 0.03% | 362 |
|
|
2021
Q3 | $79K | Sell |
320
-100
| -24% | -$24.7K | 0.03% | 373 |
|
|
2021
Q2 | $106K | Hold |
420
| – | – | 0.03% | 367 |
|
|
2021
Q1 | $77K | Buy |
420
+120
| +40% | +$22K | 0.02% | 418 |
|
|
2020
Q4 | $64K | Hold |
300
| – | – | 0.02% | 434 |
|
|
2020
Q3 | $41K | Buy |
300
+270
| +900% | +$36.9K | 0.01% | 471 |
|
|
2020
Q2 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 773 |
|