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 |
|