ProVise Management Group’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Buy
+503
New +$256K 0.02% 232
2024
Q4
Sell
-1,200
Closed -$337K 263
2024
Q3
$337K Buy
1,200
+300
+33% +$84.1K 0.03% 234
2024
Q2
$345K Hold
900
0.03% 227
2024
Q1
$289K Hold
900
0.03% 248
2023
Q4
$230K Buy
+900
New +$230K 0.02% 307
2022
Q4
Sell
-1,613
Closed -$266K 320
2022
Q3
$266K Buy
1,613
+30
+2% +$4.95K 0.03% 263
2022
Q2
$267K Buy
1,583
+349
+28% +$58.9K 0.03% 271
2022
Q1
$280K Buy
+1,234
New +$280K 0.03% 298
2021
Q4
Sell
-993
Closed -$244K 396
2021
Q3
$244K Buy
993
+190
+24% +$46.7K 0.02% 322
2021
Q2
$202K Buy
+803
New +$202K 0.02% 369