ProVise Management Group’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$345K Buy
2025
Q2
$256K Buy
2024
Q4
Sell
2024
Q3
$337K Buy
2024
Q2
$345K Hold
2024
Q1
$289K Hold
2023
Q4
$230K Buy
2022
Q4
Sell
2022
Q3
$266K Buy
2022
Q2
$267K Buy
2022
Q1
$280K Buy
2021
Q4
Sell
2021
Q3
$244K Buy
2021
Q2
$202K Buy